One of my favorite writers on investing is Larry Swedroe.  In this article he has a great discussion of momentum – a factor that DFA...

There are five instances where a donor advised fund can serve as a tax reduction tool. However, before we delve into those specifics,...

Richard Eisenberg has an interesting viewpoint on how generation x (the generation born after the Western Post–World War II baby boom –...

Roger Wohlner has created an excellent list of things you should think about before the end of the year.  I suggest you do everything on...

One of the greatest assets you have is your career.  Rick Kahler does a great job in this article explaining why this is so important and...

College is a great time to start making good financial decisions.  The list below provides wonderful advice for your people – in or out...

Many of you will be sending you children off to college in the next few years (maybe this year).  And when you do, you will probably be...

Roger Wohlner, one of my most-respected financial planners, uses the most recent celebrity deaths to explain some key points of Estate...

I have noticed too much of the poor advice that they are talking about in this article.  If you are retiring or are retired and have a...

For those of you who find it tough to save more, this is a different (and great) approach from fellow financial planner Michael Kitces. ...

I have noticed too much of the poor advice that they are talking about in this article.  If you are retiring or are retired and have a...

Susan Beacham has some excellent ideas for raising money-smart kids in this article.  I especially like the idea of teaching them to say...

Progress comes in small steps – not all at once.  Jude Budreaux has some great ideas for focusing on progress – not perfection. Steve...

16 Ways To Grow Mentally And Physically.

Not many of us are as rich as these folks, but this article provides some interesting food for thought as you decide what you want to do...

An interesting message from Carl Richards – Steve ======================================= Yesterday, things came to a screeching halt for...

Is your financial advisor biased? To find out, read on….. Steve ============================= Is your financial advisor biased? To find...

Who knew? Money can buy you happiness!  An interesting perspective from Rick Kahler – Fee-Only CFP. Enjoy Steve...

As Financial Literacy Month begins, the National Foundation for Credit Counseling® NFCC today released the results of the 2014 Financial...

The heart of estate planning, for many of us, comes down to one issue: taking care of family. We do our best to make decisions that we...