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Classic Money Advice

Watch this video on YouTube Some financial advice just doesn’t grow old. Many recommendations I’ve made for years are as applicable as ever for the 21st century, and they bear repeating. Here are some of the best financial moves to consider as you move into...

DIY Prenup a Tool for Engaged Couples

Watch this video on YouTube Here’s a quick quiz on money and marriage. Which of the following engaged couples needs a prenuptial agreement about finances? A.  He’s a wealthy celebrity with several previous marriages; she’s decades younger with...

What I Want My Kids to Know About Money

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...

It’s Not How Much You Spend, It’s Why You Spend

Watch this video on YouTube “It’s not just shopping, it’s retail therapy.” As a bumper sticker or a joke between friends, this may be amusing. For those who shop to relieve stress, it’s not nearly so funny. Medicating or soothing painful...

Small Claims Get Results With Big Companies

Watch this video on YouTube Every business, no matter how good, will now and then find itself in a position of failing to deliver on a promise. Conscientious companies will quickly admit to the failure and do whatever is reasonable to make things right with the...