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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3 Common Financial Mistakes and How to Fix Them…
When I meet someone new and tell them what I do, a common response is,“I’ve made a lot of mistakes, so I’m not a candidate for financial planning.” Their “mistakes,” often fall into three categories:…
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How Buffett Taught His Kids About Money
Happy Financial Literacy Month! Raising financially literate kids and training yourself to not give in to their every whim is hard. You endure screaming, anger, and tears. I recently stumbled upon a great article, written…
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Questions to Ask a Current or Future Investment Adviser
Hiring an Investment Adviser? The North American Securities Administrators Association (NASAA) has published a brochure titled “Cutting through the Confusion: Where to Turn for Help with Your Investments,” that I have found is extremely helpful…
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Consumers Beware: Financial Reform May Not Protect You
A couple weeks ago, I discussed the financial reform that is being considered by Congress, and how it would affect you. The specific financial reform issue that relates directly to the consumer is whether or…
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