Financial Planning

Win at Money By Asking How to Lose - New Article on Betterment Blog

“What could I do to destroy my financial health this year?" It’s exactly the opposite of what people typically ask themselves about their money.  But if you're looking to hone your financial plan, it pays to make like George Costanza in the “Do the Opposite” episode of Seinfeld and turn the same ol’ same, ol’ way of doing things on its head. In my latest article on Betterment’s blog, I explain.

"10 Signs It’s Time to Break Up with Your Financial Advisor" - New Article on Guidevine Blog

Breaking up is hard to do. Same as with a significant other, ending a long-standing relationship with your financial advisor can be complex, painful, and expensive. But lately, you can’t escape the feeling it’s just not working any more. Is it a case of “the grass is always greener” or has the relationship simply run its course? Find out in my new article on the Guidevine blog.

"Saving for Retirement: Reflections of a CFP®" - New Article on Society of Grownups Blog

All you really need to know about saving for retirement you learned in kindergarten – through fables, fairy tales, and bedtime stories. But when you’re charting a path through dark, unfamiliar territory, it’s not always easy to distinguish between Grandma and a wolf disguised to look like her.

As a CFP® professional working one-on-one with clients for a decade, I had ample opportunity to witness fairy tales and cautionary tales. In my latest article on Society of Grownups blog, I share 4 key takeaways.

"Don’t Try This at Home: Money Moves Even a CFP® Doesn’t DIY" - New Article on Guidevine Blog

Managing your money is not rocket science. Many argue that much of it is just common sense. So why would anyone – much less a CERTIFIED FINANCIAL PLANNER™ (CFP®) – pay for financial advice instead of taking a do-it-yourself (DIY) approach? I tell all in my new article on the Guidevine blog.

"12 Ways Personal Finance Is Like Riding a Bike" - New Article on Society of Grownups Blog

Managing your money is just like riding a bike. OK, at first glance, it might not seem like these disciplines have much in common.  But it turns out there's a lot to be learned about personal finance from hitting the road or trail on two wheels. Read about it in my new article on societyofgrownups.com.