As a Certified Financial Planner™ professional, I help my clients …
Can’t stop the planning!
I have a passion for planning. I think I have …
How Much Cash Do You Need?
We all need access to cash! If you are thinking, …
There’s an app for that!
As a Certified Financial Planner™ professional, I meet clients who …
Is Your Lifestyle Really Yours?
In our everyday lives, we make choices. Choices include the …
Financial Planning Goes on Tour
One of my very favorite things is to bring financial …
Retirement Planning Basics
I recently read a good article in the New York …
Keith Urban and Retirement Savings
As I drive to and from work, I listen to …
College Savings Accounts: Educating the Parents Goes a Long Way
A “529 plan” is an education savings plan account designed …
Have a Savings Goal in 2017
One of your new year’s resolutions could (and should) include …
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