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Category: Personal Finance

Pursuing a life that’s rich with meaning and purpose

Generosity, Money, And Marriage

Generosity, Money, And Marriage

If you have been married for more than one day, you already know that when you say “I do,” you don’t instantly have all the same values and priorities. Many couples spend decades of frustration around the topic of money, even though husbands and wives desire unity and agreement. As a financial planner, I have walked hundreds […]

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Your Personal Advisory Team

Picking Your Team When it was time to play kickball, and two team captains took turns choosing who would be on their teams? Once in a while they’d choose their friends first, but usually the most talented athletes were picked first. Even at a young age, the captains knew that the skills of these other […]

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