Accredited Financial Counselor®
Chartered Retirement Planning Counselor℠
I love being a Financial Guide because I enjoy making the seemingly complex simple. It's tremendous fun to help someone solve a financial planning puzzle.
Found your way here without reading PART ONE? START HERE FIRST — PART TWO What distribution rate would you like...
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I firmly believe the question “Am I saving enough for retirement?” is the single most popular question in financial planning....
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Are you a budgeteer? Are you sure? Perhaps you use one of the many popular apps that track your...
Can you ace the FINRA financial literacy quiz? In 2009, the Financial Industry Regulatory Authority (FINRA) developed a six...
Is more income always better? Almost always...but it may also result in an unexpected bill at tax time. Whether you...
Here are the facts. In 1990, average yearly tuition at a public university was $1910; in 2019, it was $10,230....
Otto von Bismarck was the first leader of a unified Germany in 1871, but you may know him as the...
Congratulations! You’ve got your emergency savings locked down and now you are moving on to the next step in your...
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"Everyone should buy a house." You’ve heard it, I’ve heard it. And it is wrong. Worst of all, it perpetuates...
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