Our Warmest Wishes
As this crazy, eventful year comes to a close, we’d like to offer a heartfelt “thank you” for being part of the Art of Financial Planning journey.
Financial Planning
The Money Talk With Kids
I wanted to make a short video to help you have the money talk with kids…. Check it out!
Retirement Income Ups & Downs
If you worry about your retirement income changing with the ups and downs of the market, you must ask yourself some critical questions before it’s too late.
Why Worry About Beating The Market?
When talking with friends or colleagues about your investment portfolio, do you ever hear them, or maybe yourself, mention how their portfolio is doing relative to the Nasdaq or S&P 500?
Learning From Adversity
I made a video to talk to you about learning from adversity. This has been a year like no other, to say the least and I wanted to give you some perspective.
