Happiness While You Work

According to a new global survey on work and happiness, a significant number of us aren’t very happy about our workplace. That’s especially unfortunate, since working is how most of us spend the majority of our waking hours.

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When Financial Experts Disagree

As discussed in last week’s column, even if you are working with a financial planner, at times you may also need the services of a financial specialist such as an attorney, accountant, or insurance agent. In a situation where the specialist’s advice may seem to conflict with the suggestions of your financial planner, as a […]

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When You Need a Financial Specialist

I believe strongly in the value of financial planning and of working with a fiduciary planner who acts in your best interests. However, a planner is not necessarily the only money professional you may need to maintain your financial wellness. In many ways, a planner is similar to a primary care physician. Both these professionals […]

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