Although I think that Dave Ramsey has helped a lot of people, I think that there are some shortcomings in the advice he gives.  This...

Saving 15-20% of your income for retirement can buy you a lot of freedom at a time in your life when you really want it.  Think seriously...

A short and interesting article from Michael Kay – a great CFP! Steve ===================================== You know the old joke.How can...

Richard Eisenberg has an interesting viewpoint on how generation x (the generation born after the Western Post–World War II baby boom –...

Roger Wohlner has created an excellent list of things you should think about before the end of the year.  I suggest you do everything on...

I have noticed too much of the poor advice that they are talking about in this article.  If you are retiring or are retired and have a...

The following is a blog by Bob Veres, one of the most respected voices in the world of financial advice.  I suggest that you pay...

An excellent article by Peter Dunn on the importance of getting professional advice as you plan and implement that plan for your...

Five Solid Ideas to improve your financial life! Steve You’ve got a fresh start on a new year. It’s the perfect time to take the...

Economic uncertainty has made the need for planning more critical than ever. It doesn’t have to be complex or time consuming, though. The...

Some of the best advice – ever. Steve ========================= One of the first steps to saving is to get yourself on an automatic pay...

How to Determine What a Good Investment Return Really Is First, lets get clear on what your return is. You calculate this by comparing...

Writer Emily Guy Birken and advisor Rick Kahler consider 4 pieces of investment advice a financial advisor should never give In the world...

The most common question I get as a financial planner is “What kind of rate of return can you get for me?” This question implies that the...

More planning goes into an average vacation, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...

More planning goes into an average vacation,, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...

This is a great article from my friend and fellow ACA Financial Planner.  It is worth spending a few minutes to read. April 16, 2013...

Lynn Hopewell, one of the pioneers of the financial planning profession, once said, “Rules of thumb are for people who want to decide...