No Cash? No Problem. The New Way to Transfer Money to Friends & Businesses
A few years ago my brother owed me money for some wine. I said to him, “Hey man, just send...
What Credit Card Debt Can Tell You About Yourself
You can tell a lot about a person by their finances. Usually, I look at ones assets and make...
A Breakdown of Bonds: Positives & Negatives
Most of us have heard about bonds. Furthermore, most understand bonds are an investment vehicle much like stocks. ...
Your Savings Assessment Test [Where do you Score?]
Many of us like to get a sense for our place in the world. This sense comes in different...
Tips for How to Make Financial Planning a Cinch
I work with clients to develop a very sophisticated and multifaceted plan to organize their finances. Oftentimes after that...
Help! My Spouse Handles ALL the Finances.
I find many couples generally divide and conquer the family duties -- one handles the laundry, the other does the...
9 Tips to Financial Planning While in College
The beginning of a new college semester always makes me nostalgic. I remember my four amazing years at the...
R.E.S.P.E.C.T the Estate Planning Process
By now, many of you have heard that the late, great queen of soul, Aretha Franklin, joined the list of...
How to Achieve The Perfect Retirement
In the business of financial planning, I see clients (and friends) live happy, successful retirements. Others, sadly do not...
Life Advice From My 90 Year Old Zayda
Perhaps because I am in the advice business (knowing my clients value my experience and perspective as it pertains to...
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