The difference between a traditional financial planner and one that practices financial life planning is significant. The former focuses on the dollars and cents of making good financial decisions, while the later adds the more complex human component to the process....
Watch this video on YouTube Being present. Living in the moment. These important aspects of personal and spiritual growth may sound simple and attractive, but they are far more difficult to practice than they seem. Like many of us, I spend a lot of time worrying about...
Watch this video on YouTube Your financial planner may know more about you than your doctor does. When significant life events—engagements, pregnancies, career successes and setbacks, or serious illnesses—affect your family, the planner is often one of the first...
Watch this video on YouTube What do comprehensive financial planners really do? The surface answer is that planners provide advice and services in the areas of investments, retirement planning, estate planning, cash flow management, tax planning, and asset protection....
Watch this video on YouTube “What’s the difference between an investment adviser and a mutual fund money manager? And why do I pay fees to both?” Questions like these remind me that the workings of the financial services industry, which I tend to...
