Do You See Your Doctor When You Are Sick or When You Are Healthy? The Value of Financial Planning: Beyond Products and Investments When I first entered the financial planning industry in 1986, I encountered a common refrain from potential clients: “When I have money, I’ll go see you.” At the time, financial planners were […]

Confessions of a Financial Planner A Parent’s Obligation to Teach Children about Money – a Confession of a Financial Author What is a parent’s obligation to teach their children how to make and use money to live abetter life? Let me clarify. I’m not just talking about teaching your child(ren) how to budget or save […]

Money Mindset Meaning What’s Really Important on My Street? In today’s fast-paced world, it’s easy to lose sight of what truly matters to us. Let’s take a moment right now to pause and ask ourselves a crucial question: When we reach the end of our lives, what will bring us the greatest sense of pride? […]