Mindful Money Minute – Integrating Financial Planning & Investing

How does Financial Planning INTEGRATE with Portfolio Design… exactly? You know how important WE THINK financial planning is in terms of building your future. But once you have a financial plan, how do you build a portfolio that reflects that planning? How do you...
4 Money Tips for New Graduates

4 Money Tips for New Graduates

Money Tips For New Graduates (And Everyone) When I speak at a college or graduate school, my message is always the same: Today, this month, this year is your moment of maximum opportunity. Every day that ticks by is a day that is gone forever. If you have things you...
How To Fill Your Retirement Income Gap

How To Fill Your Retirement Income Gap

In a nutshell, a financial plan is a document that balances all of a family’s current financial inputs – the income and outflow on their cash-flow statement and assets and debts on their balance sheet – with all the family’s hopes and goals. It includes a fair amount...
What to do with Extra Money

What to do with Extra Money

Whenever we find ourselves with extra money, we know we should use it wisely.  We wonder, however, “Should I save and invest it or use it to pay down debt?” Usually, I recommend saving/investing first, then paying down debt. First though, there is a behavioral...