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      Financial Planning/Asset Management Do you need a comprehensive value-based financial plan? Maybe you’d like an investment review or review of your insurance coverage? How about a Social [...]

What to do with your emergency funds? If you are prudent, you have amassed an emergency fund that is equal to anywhere from three to nine months of fixed expenses and up to a year to two if you [...]

Okay, the new year is well underway, and it may be time for some financial housekeeping. In this post, we will discuss some issues that have been previously covered in prior posts, but I feel [...]

This is a special post to announce a few things and tell you about something special. On Tuesday, January 30, 2018, I will have a blog about how to prepare for a market downturn. While the blog [...]

Here I have decided to take a moment to stop and introduce myself a little and discuss my credentials. First, I have been employed by the federal government since 1999 as either a bank examiner [...]

Are you in need of a financial planner? Do you know what to look for when it comes to financial advisors? Are you aware of the differences between all the people who call themselves financial [...]

Okay, this will be a housekeeping sort of blog for the second post of the week. First, I must apologize for being lax the last few weeks with my posts. To be honest, I have been burning the [...]

Let us face it, there are a lot of urban myths in the world, and many involve personal finance. But I am here to debunk some of these myths, and hopefully, help sets you straight. I recently read [...]

There are some steps that anyone can take that will help ensure that they will have an extremely successful retirement. So what are these steps that you need to take? We will examine what these [...]