Bigger Is Not Always Better – Part I
We’re all familiar with the Walmart model that promises everyday low prices. Walmart, along with other big box stores have pushed many a small business
January 9, 2015
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Category: Family
Blocking the Plate
Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing. With that
December 24, 2013
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What Does A Comprehensive Financial Plan Look Like?
Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to:
November 14, 2013
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Tax Efficient Investing
Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies
November 11, 2013
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Is Gold A Good Investment ???
Over the last five or six years we have fielded several questions about gold. Should gold be the place to invest due to our devalued
September 25, 2013
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Unexpected Lessons From Hawaii
Have you ever really looked forward to something and then afterward found that there were unexpected surprises? My wife and I recently returned from
June 20, 2013
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Active vs Passive Investing – Do You Know The Difference?
Recently I blogged about the importance of no longer using Mutual Funds. One of the reasons for making this bold statement is that Mutual Funds
April 9, 2013
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Myths About Paying Advisor Fees
Have you ever wondered whether it makes sense to pay for the services of a financial advisor? Over the years I have compiled information regarding
March 25, 2013
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Understanding the Fiscal Cliff
Last year we witnessed many children fighting over their toys. I mean, we witnessed Congress have a very kind spirited debate regarding government taxation and
February 4, 2013
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Online Budgeting Tools: Part II
A few months ago I posted a blog about several free online budgeting tools (i.e. Mint.com, Yodlee.com, WaveAccounting.com, and ClearCheckBook.com). Since then, I have been able to
November 16, 2012
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(VIDEO) When To Take Social Security
This informative webinar covers the basics of Social Security and reveals strategies for maximizing your benefits. It also will guide you in when to take
October 22, 2012
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What Is Comprehensive Financial Planning?
You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean? Comprehensive Financial Planning, also referred to as
October 17, 2012
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