Tag Archives | financial planning


Emotionally Charged Money: Inheritance

You may be one of the many Baby Boomers or  Gen-Xers who have received an inheritance or will in the not too distant future. It has been documented that the wealth transfer from the “Greatest Generation” to their heirs  will total $14 trillion. If you’ll be receiving an inheritance, it pays to prepare yourself, as no money […]

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Truth 3 born to shop

Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3)

I’m a financial planner. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for profit […]

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