A caller to our financial helpline told me last week, “ I am terrible at money management.”  Well, after talking ...

To understand the types of calls we receive on the financial helpline, new-to-the-firm CFP's (not the same as new CFP's ...

I’m usually a good sleeper, but the other day I lost a battle with the sleep thief Insomnia. The reason ...

“Good luck getting anyone to show up.”  That is how I was greeted during a recent visit to one of ...

Can the Health Savings Account double as a retirement account?  In some ways it can and no one is talking ...

It makes sense that the same skills are required to make changes in our health and to make changes in ...

Have you ever wandered into a new coffee shop or off the beaten path restaurant only to discover, "Hey, this ...

Welcome back. I hope your time away from my blathering was enjoyable. So where was I? Oh that’s right, my ...

Despite it's never-ending and (often questionable) invention of "innovative" new financial products, services, and securities, the financial services industry is ...

There's an awkward moment in virtually every conversation I have with HR executives about retirement plan education when they ask ...

This week I started training on a new workshop.  So far, I have had two training sessions and my progress ...

One of the questions that I have fielded more often than other questions in my career as a financial planner ...