ARE YOU ENDING 2016 HEALTHY, WEALTHY, AND WISE? Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 […]
As a CERTIFIED FINANCIAL PLANNER®, people treat me as a friend, a confidant, a therapist, a coach, a quarterback and a guide. Some of my clients were very successful in business and are now living off their wealth. Some are […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Am I liable for my spouse’s debts? […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Can I roll a retirement plan distribution […]
I take my emergency fund very seriously. Having cash on hand is the only true safety net that will help me get out of any financial jam, including investing mistakes. Access to credit is a lifeline too, but it doesn’t […]
