Lately, I’ve encountered many clients, friends, and family (including myself) who feel stuck and unable to make a change in their life. Whether you want to tackle a project at your house, finally lose the…
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Fun Forecasting: What are you doing to enjoy your life?
So, I’m a financial planner, but most all of my friends and family know that I also love to kick back in my flip flops and just enjoy a day. Don’t we all? Which begs the…
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Money Tips for Graduating High School Seniors Article
With graduation season upon us, the information in the article linked below is particularly timely. Students entering college have a unique situation in that they have rarely made large financial mistakes yet and they have the opportunity…
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Should You Use a Roth IRA to Save for College?
I hear this question a lot since a Roth IRA allows you to withdraw money to pay for qualified higher education expenses without paying a 10% early withdrawal penalty. While there are both advantages and…
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Unhappy with your 2009 Tax Return? Start planning for 2010 now…
I was recently asked by the Financial Planning Association (FPA) to give a Tax Planning presentation to participants at the Federal Reserve Bank of Kansas City’s “Money Day at the Fed.” Several changes have been…
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