How to combine finances after marriage
How to Combine Finances After Marriage Key Takeaways My husband and I got married a few years ago. We are both CFP®…
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Financial Decisions and Time
I have a high school reunion coming up. That much time has passed already? I didn’t realize how long it had been…
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Trump Accounts: Take the $1,000, But It’s Not a Wealth Plan
What are Trump Accounts? Trump Accounts are now officially available. Created under the Working Families Tax Cuts Act, these new investment accounts…
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Canceling PMI Can Save You Thousands
Canceling PMI can save you thousands. If you own a home and you put less than 20% down, it’s likely you have…
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Staying Motivated With Your Financial Plan
Let’s face it: staying motivated is tough, especially when there’s no light at the end of the tunnel. This struggle is real…
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Does Behavioral Finance Matter?
Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently…
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What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
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American Rescue Plan Act of 2021 – Covid Relief Bill
The American Rescue Plan Act of 2021 (Covid Relief Bill) is now the law of the land. President Biden signed the bill…
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10 Ways To Improve Your Financial Wellness
If you’re looking to improve your financial wellness, it can feel like a tall order. Taking on any challenge is daunting and…
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Retirement Planning Questions You Need To Ask
Retirement planning is a process, not an event. Asking yourself these questions will help you stay on track. Now that our taxes…
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Student Loan Debt – 5 Things You Need To Know
Student loan debt is on the rise and the numbers are staggering. Total student debt is approximately $1.38 trillion and is second…
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David’s Personal Finance Q&A – January 2018
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
