What to do About the Credit Breach

By now, you have heard about the big Equifax credit breach, where the personal data of 143 million Americans was stolen. Chances are, your data was compromised, and this could include your name, address, date of birth, SS number, credit card information, and/or your...

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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