Just a week after President Obama’s first Inaugural I started my financial planning practice. Since then, new tools and consumer-friendly policies have offered Americans meaningful opportunities to improve their personal finance decision-making. I’ve seen firsthand how these Obama Administration policies have helped clients with four critical financial challenges: investing for retirement, repaying student loans, buying […]
Tony Robbins’ updated “Money Master the Game“is a passionate call to get your finances in order. He says his approach is to relay the secrets of “what the most successful investors in history believe and practice.” He relies on an all-star cast of Warren Buffet, Ray Dalio, Paul Tudor Jones, David Swensen, and John Bogle. […]
I get a lot of questions on the right size of an emergency fund and how to use it. The purpose of an emergency fund is to have money available in case unexpected expenses crop up so that you don’t have to use high-cost debt to pay them. Emergency Fund Size Traditional financial advice suggests […]
One of the first questions I’m asked when I prepare a financial plan is how much should I be spending? Understanding your cash flow – the cash coming in and going out each month — is the most important part of any financial plan. Some of my clients are really good at knowing this information, […]
This blog is dedicated to providing financial advice that you can use. Although generic financial planning information abounds, this blog addresses concerns of professionals early in their careers and those nearing or at retirement. After over five years of providing personal financial planning services to a variety of clients in different situations, I have developed […]
