CFP(R) - Let's Make a Plan - Blog
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  • Understanding Medicare

    Medicare is a valuable source of health insurance for people 65 and older and for some younger adults with permanent disabilities. Understanding Medicare enables you to make well-informed health care decisions and to avoid getting lost in the maze of the plan’s options.
  • Giving to Get: A Mother's Day Blog

    Mothers give up a lot for their jobs: their waistlines, sleep, the backseat of their cars, years of peace and quiet. They’d even give their lives. Take the example of the mother who lay down in front of her unattended car rolling downhill with her twin-daughters strapped inside. Many moms hearing that story probably found such an extraordinary action completely understandable.
  • Family Governance: 3 Essential Building Blocks

    Whether we like it or not, families are comprised of emotional beings all connected in a system. Ups and downs or disruption in the system will often affect several family members, delaying the decision-making process. Lack of trust, differences in opinions, and difficulties in honoring parents’ wishes are just a few examples that demonstrate the need for a collaborative structure.
  • Putting Planning Ahead of Investing

    One day, consumers might understand, once and for all, that financial planning is NOT just about investing. I wish I had a tax-deferred dollar for every time I have introduced myself as a financial planner, only to have the person I’ve just met on the elevator or train ask me what fund they should be using in their 401(k).
  • Financial Stresses and Strains

    In recognition of April as Stress Awareness month, CFP Board recently conducted a nationwide survey of approximately one thousand adults, aged 18 and older, to determine the level and kinds of stress they were experiencing when it comes to managing their money. Except for a small, blissful minority (14 percent), respondents overwhelmingly reported experiencing financial stress of one form or another.