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Month: June 2006

“I Love You, You’re Perfect, Let’s Talk About Money.”

Young love can be a wonderful time of discovery and sharing. New couples, regardless of their ages, need to get to know one another and explore the possibilities of building a life together. For this reason, they tend to be great talkers. They discuss their histories,...

Your Golden Years – A Pipe Dream?

When it comes to retirement, average Americans are suffering a major case of denial. Here’s the difference between the dream and the reality: Dream: Two-thirds are relatively confident they will have enough money saved to provide for a comfortable retirement....

Dr. Gordon’s “Dirty Dozen”

Watch this video on YouTube Part of my job as a financial planner is to help clients change behaviors that aren’t serving them well. I’ve tried to do that in many ways. Some work, and some don’t. The late Thomas Gordon, author of Parent Effectiveness...

Facilitating Change in Others

How does a person decide to change? How do you get someone to change? The answer to that age-old question would be a major breakthrough—as I’m sure my wife would agree. So, no doubt, would every married person on the planet. We may be closer to understanding the...