One of the challenges of trying to plan for the consequences of the health care bill (or, to call it by its formal name, the Health Care and Education Affordability Reconciliation Act of 2010) is simply sorting out when its various provisions will kick in. Here is an...
A student, I’ll call Sally is finishing her master’s degree in financial planning. Two years ago, Sally completed a paid internship at my office and did a fine job. This year, she applied with us to complete the practicum that is one of her graduation...
I have a few extra tickets to hear Mike Krzyzewski (Coach K), head coach of the 2010 National Champion Duke Blue Devils, speak at the Civic Center on April 29th. My father and I were privileged to witness Coach K and the Blue Devils win their fourth NCAA...
One of the biggest mistakes Americans make around their finances is never having taken the time to find out if they are on track for financial independence. Many of us blindly follow a money belief that “Things will work out.” Sometimes they do. Many times...
Good money habits start in childhood, says ParentDish.com in an article written by Meredeth Cardona. She states, “a survey from the bank HSBC found most people who described themselves as “active savers” started young: 57 percent said they had been...