Financial Planning

In the first part of this series, Simplifying Your Finances: Less Accounts = Less Worries, I discussed how consolidating many accounts into fewer accounts can bring immediate and gratifying results. Consolidating accounts is a great first step in simplifying yourREAD MORE

This is probably not going to sound all that romantic. I will even admit that my Valentine’s suggestion probably is a lot more practical than most people would normally consider. There’s no jewelry involved, though a box of See’s candiesREAD MORE

2017 promises to be a very interesting year. What will the Donald Trump presidency and the Republican majority in Congress mean for your taxes and your investments? No one can say for sure. But that’s why it’s so important toREAD MORE

As the pace of modern society quickens, people are just busier. This busyness can easily overtake your time, your money and ultimately your happiness. Nowhere is that more true than with your finances. As we accumulate more wealth, our financesREAD MORE

During a long drive through the beautiful Sierra Nevada mountains it occurred to me that while most of the trip may be long stretches on the same road, missing a planned exit for a different direction can derail your wholeREAD MORE