Personal finance involves personal financial management of investments, taxes, insurance, healthcare and estate planning. Often, topics involve tips for legally lowering taxes, improving investment results, hiring a financial advisor or more.

5 Questions to Ask Your Next Wealth Manager

If you’ve decided to sign on with a wealth manager to help steer your financial future – congratulations! This is ... Read More


A New Attitude Toward Wealth

Scott Fitzgerald famously wrote, “The rich are very different from you and me.” His contemporary, Ernest Hemingway, purportedly replied, “Yes, ... Read More


Compound Interest

“Compound interest is the eighth wonder of the world.He who understands it, earns it …He who doesn’t … pays ... Read More


How Big Does Your Nest Egg Really Need to Be

This article was originally published at Kiplinger.  Anyone who has ever thought about retirement has surely asked themselves one basic ... Read More


What Is a Financial Plan?

What Is a Financial Plan? A financial plan is the cornerstone of a successful retirement.  Its job is to guide ... Read More


Predicting the Unpredictable in Your Finances

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More


The Expansion of 529 Plans

What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More


Creating Your Own Definition of Success

Investing is rooted in numbers. That causes many of us to see our definition of success as a function of ... Read More