March has truly gone mad as the inimitable Warren Buffett has teamed up with Quicken Loans to produce perhaps one of the most brilliant marketing boondoggles and at the same time... Read More
Our Voice of Financial Reason
Thu, 03/20/2014
Tue, 03/04/2014
In terms of adult development theory, life after 50 is typically a pivotal stage when individuals rethink the direction their lives are taking, confront their own mortality, and dare to ask themselves, “Am I really happy?” However, what distinguishes Baby... Read More
Mon, 03/03/2014
A perennially hot topic in personal finance is the debate over whether to buy or rent a home. Today, my point of view is likely a minority one. I believe you should seriously consider owning your home.
This is a significant issue. For most people, housing... Read More
Wed, 02/26/2014
Life is a continuum—an accumulation of experiences that shape how we view ourselves, our families, and our world. When we reflect on these experiences, we come to realize that our lives have been—and will be—permeated by change.
Therefore, it is... Read More
Sat, 02/01/2014
Financial capability is defined as the capacity—based on knowledge, skills, and access—to manage financial resources effectively.
All parents, of course, hope their children will grow up to be financially responsible, savvy, and confident adults. ... Read More
Tue, 01/28/2014
Alan Spector and Keith Lawrence wrote Your Retirement Quest based on a decade of research and interviews with more than 200 retirees. For more about Alan and... Read More
Fri, 01/24/2014
I recently got a new smartphone. In the setup process, I was presented with all sorts of options. Selecting a language was pretty easy, but I had to think harder about some of the other ones. Did I want the phone to use my location? Did I want to share data... Read More
Sat, 01/18/2014
One of the most important things parents can teach their children about money has to do with the delay of gratification. If children can only be satisfied with instant... Read More
Tue, 01/14/2014
Over the past several years, many Americans have begun to question their ability to prepare for a financially secure retirement. This awareness now begs the question, how will pre-retirees adjust their retirement expectations to match their economic realities?
... Read More
Fri, 01/10/2014
This is a must-watch PBS FRONTLINE documentary for those concerned about securing a comfortable retirement. As fiduciaries, we are extremely proud to always act in the best interests of our clients as we deliver independent advice to help them achieve their financial goals.
To watch the... Read More
