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Workshop: All You REALLY Need To Know About Financial Planning

Money skills are the 21st century’s survival skills! You may have a great education, a successful career, or be the best in your field…but if you don’t understand how to make sound money decisions, you won’t be going far. In this informative...

For Seniors: Giving Up The Checkbook, Part One

Watch this video on YouTube One area that few seniors prepare for is arranging for someone else to handle their financial affairs when they can no longer fully care for themselves. This is easy to put off, for three primary reasons. First, there are a lot of difficult...

Rick Cited in Article on Planning for Health Care Costs

As we get older, the cost of health care is a significant financial and life planning issue. Yet talking about our own health, especially the possibilities of serious illnesses, can be very difficult. A January 23 article by Karen Kroll in Financial Planning looks at...

106 Things We Do For Clients, No. 10

No. 10 of 106 Things We Do For Clients Study possible alternatives that could meet your goals. It’s hard to know what we don’t know or see what we can’t see. So often it seems like the doors are all closed to obtaining our financial wants and needs. This is where...

Increase Happiness With Work That Feels Like Play

Watch this video on YouTube There isn’t much point in being envious of someone earning millions of dollars a year who isn’t any happier than the rest of us. I recently reported on research that suggested avoiding debt is an important component in whether earning more...