The Meaning of Fiduciary Financial Planning - Part 1

The recent DOL fiduciary rule has created quite a buzz.  The upside of that has been an increase in public awareness around the idea of a fiduciary standard, resulting in more people appreciating the importance of it in all professional relationships. The downside is the noise and confusion that often results as a new buzzword gets pounced on by the media and co-opted by the marketing machine...

Money Equals Freedom. Right?

I used to joke that I came out of the womb thinking about money.  I would sell my Barbie dolls to kids in the neighborhood, and negotiate allowances with my parents.  I started looking for babysitting gigs while I was still of the age where I needed a babysitter myself.  Even in those days, no self-respecting Mom would leave her toddler with an unknown ten year old, so I settled for being a mother’s helper.  It was a lower pay grade, but I got my foot in the door...

The Practice Of Personal Finance

The word practice connotes commitment, repetition, and an eye toward improvement. As catchy as the phrase practice makes perfect may be though, it's far from true.

We don't get better at anything simply by doing it over and over again.  We get better when we do it over and over again while trying to get better at it...

What's Become Of Liberty?

Self-evident.  Endowed by their Creator. Unalienable.  Life, Liberty and the pursuit of Happiness.

Today, you and I can check the first box.  As we are often reminded by the news and in our personal lives, that is nothing to be taken for granted.  I try to start and end each day in acknowledgement and deep appreciation for that.  Somedays I’m too caught up in the last one, the pursuit, and I forget.  I’m not pleased with myself when this happens, and it happens more than I’d like to admit...