Plan a Richer Life

Recently I decided to trademark my logo, because I love it and it succinctly describes what I enjoy helping people do as a CFP (Certified Financial Planner™ Professional). It didn’t come to me immediately, but when it did, I knew it was right. TO BREAK IT DOWN…...

The Power of Changing Habits

I just finished reading the book The Power of Habit by Charles Duhigg, and I highly recommend it as its premise is pretty life-changing. Humans are basically a cluster of habits, some good and some not so good.  A 2006 Duke University study found that 40% of the...

Responsibility is a Key to Financial Peace

As a financial planner, it’s really hard to not give advice during any conversation about money, especially when it’s about money behavior, a topic about which I’m especially passionate. Recently I had an exchange with a younger friend who was wistfully talking about...

How to Live a Richer Life

This month I’m not posting a video or question/answer — just an article I think is important! It took me longer than you’d think to come up with the tagline for my financial planning business: “Plan a Richer Life.” When it finally came to me, though, I...

Must Have Tips

I consider (3) things to form the foundation of 99% of people’s money plan…and the reason is because without these 3 things, your financial situation can take a turn for the worse in the blink of an eye, and in some cases, even lead to bankruptcy. They are: 1....

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