Car Insurance – It’s a Seller’s Market

When was the last time you shopped for new auto insurance? This is a question I often ask my clients, and the answer is typically “I don’t remember”.  That makes perfect sense to me.  Car insurance is rarely something that we have a reason to think about.  The first time I asked this question, though, […]

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CFP Board Issues a Reality Check to Consumers

The CFP Board has launched a new round of ads targeted at raising awareness regarding the importance of working with a Certified Financial Planner™ professional.  This latest campaign, titled “If They’re Not a CFP® Pro, You Just Don’t Know” involves pulling random people off the street, arming them with some industry jargon, and sitting them down […]

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Improve your saving – and help others to save more

Opportunity to Join America Saves Week and Promote the Importance of Saving Unless you’ve recently inherited a large estate, or perhaps won the lottery, saving is critical to reaching your goals.  America Saves Week, February 24 – March 1, 2014, is an annual opportunity for organizations to promote good savings behavior and a chance for […]

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Make a plan with a CFP professional

CFP Board: Let’s Make a Plan

As the CFP Board so eloquently states, “Your finances can’t manage themselves, but that doesn’t mean they won’t try”.

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Save Money on Gas

Pay Less at the Gas Pump This Summer

Summer is approaching, and that means many Americans are making vacation plans. Parents of triplets and other large broods may not all be excited about trekking across the country with the kids in tow, but some of us enjoy a good old-fashioned road trip. Others of us also would rather not pay for five airplane […]

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Young debt

Next Generation Debt (Hint: It’s Decreasing)

Several recent posts have talked about the nature of consumer debt in America.  Although older generations have recently added debt, a new article in the Wall Street Journal highlights the character of debt carried by young adults.  The good news?  It’s decreasing. (Note:  the article is subscription-only, but click the graphic and you’ll get the […]

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Rolling Stones

Mick Jagger Guards Against Economic Outpatient Care

Mick Jagger may have some sound financial planning advice for you and your family. That may sound odd, so let me start with some background.  I’ve been a reader my whole life.  Between non-fiction and fiction, I easily read a book each week, and I’m sure I end up reading somewhere between 50 and 100 […]

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WSJ debt infographic

Debt, American Style

American consumer debt…what does it look like? The Wall Street Journal recently ran an interesting article titled 12 Debt Myths That Trip Up Consumers. While I intend to cover a couple of those myths in separate blog posts, the article included an infographic summarizing the nature of consumer debt in America. Definitely worth sharing.  Note […]

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Debt Myth: You Don’t Qualify for Student Loans

Do you qualify for Federal student loans? It’s not Breaking News that a college education is expensive and getting moreso at a rate that exceeds the inflation rate.  If you’re a parent of twins or triplets, so much the worse. How that education gets paid depends on personal values, income and assets, among other things. […]

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When Is the Best Time to Buy Something?

Some very handy information from and LifeHacker.

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