Watch this video on YouTube The daughter of one of my clients left home right after high school graduation for a full-time job and part-time college classes. As she was settling into her first apartment, she told her mother, “I never thought I’d be the...
Watch this video on YouTube Many parents don’t talk to their kids about money. As a financial planner, I’m an exception to that norm. My kids would be quick to tell you I talk to them about money a lot. Here are a few of the things I want my kids to know about...
Watch this video on YouTube Five years ago the government was injecting trillions of dollars into the US economy. Conventional wisdom suggested that rising interest rates were soon to follow. Some even predicted the collapse of the dollar and hyper-inflation. Instead,...
Watch this video on YouTube Giving away money makes people happy. Spending money on others makes people happier than spending money on themselves. Spending money on experiences makes people happier than spending money on things. Does that mean it’s okay to max...
Watch this video on YouTube Money is just one of many challenges to becoming part of a couple. Probably the most common question couples ask me concerns the best way to handle their cash management. Specifically, they wonder if they should combine all their cash flow...
Watch this video on YouTube What’s your net worth? Financial professionals like me think nothing of asking clients this question. If the tables were turned, though, and clients or prospective clients asked the same question of us, how would we respond? Every now...
