Category Archive for "Planning"

Creating a structure to hold YOU accountable – A secret to financial success

Aug 13 2013

A few months ago I injured my shoulder which prevented me from doing my typical workout routine. Rather than look forward to…

What do you want to know?

Jul 15 2013

“If they want to learn how to go to the head and then to the body, teach them that first’, said Robert…

FICO: How your credit score is calculated and why it matters

Jun 17 2013

Last Tuesday I was near Boston at a friend’s gym. This was no ordinary gym… not even close. Jon Feinman, a fellow…

Knowledge is Power – 3 Simple Steps to Take Control of Your Financial Life

Jun 03 2013

“Oh, you’re a financial planner? I wish I had one of those when I was younger.” That was one of the many…

Less money, more stress ahead for 30 and 40 somethings?

May 06 2013

Generation X, loosely defined as those born between 1965 and 1980, have plenty on their plate… there’s no doubt about that. According…

The Reality of Financial Freedom

May 09 2012

Would you choose austerity now for financial freedom tomorrow? It’s certainly an interesting question and one that I’d like to have you…

Where Are You?

Apr 19 2012

As a financial planner, many of my client conversations revolve around the concept of coordination and planning for the future. Certainly, in…

Sudden Money: Think Before You Act

Apr 02 2012

Although the idea of a huge influx of money sounds great in theory, it brings a lot of baggage along with it.…

Built By Design

Mar 19 2012

I had dinner with some friends the other night at their beautiful, newly built home and we discussed the construction process. They…