How To Invest Like A Pro

I began working in the financial services industry when I was 24 years old.  A few – um – decades later, I feel I have learned a thing or two. However, like others who have been in a particular career for a length of time (I’m thinking here specifically of anyone who...

7 Money Mistakes To Avoid This Year

I’m on a mission to help people get a better handle on their money. Of course, you may be someone who doesn’t make mistakes. However, in the thirty plus years I’ve worked in the financial services industry, I’ve seen lots of things that people do wrong when it comes...

Financial Planning For Couples: What Are You Worth?

Couples become financially secure by building their net worth. Net worth is calculated by subtracting your liabilities (what you owe) from your assets (what you own). It is a snapshot of where you currently stand. There are lots of net worth calculators online, such...

The Steady March Of Inflation

What were you doing in 2006? Maybe you were humming the latest Beyonce hit Check on It, or standing in line with your kids to see Ice Age: The Meltdown. Or, maybe you were discovering the newest social media craze and opening a Facebook account. Conservative Stephen...

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