Close

Money Management

Starting A Budget

The Steps for Starting a Budget

Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains are wired for instant gratification, not delayed consumption. Making people think about such things can be an uncomfortable part of being a financial planner. I must confess that budgeting does […]

Read More
How Well Do You Know Your Financial Advisor

How Well Do You Know Your Financial Advisor?

Don’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff was arrested in December 2008 when his sons revealed that his giant asset management firm was a Ponzi scheme. He had stolen an estimated $64 BILLION dollars in client assets. […]

Read More