As 2015 comes to a close, I’m taking stock of my first calendar year as a self-employed, fee-only, Certified Financial Planner™ in Washington, DC. For me its been all about establishing a new “rhythm.” I needed a new rhythm because my daily activities changed. Gone was the structured environment of a government policy maker and […]
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 […]
