Broker Check

Articles

Managing Behavior Through (Behavioral) Finance Part I: Overconfidence

Managing Behavior Through (Behavioral) Finance Part II: Loss Aversion & Inertia

Managing Behavior Through (Behavioral) Finance Part III: Framing & Mental Accounting

Investing in Real Estate vs. the Market (Part I) 

Investing in Real Estate vs. the Market (Part II)

Tax Efficient Investing - Less to Uncle Sam, More To You

Power of Financial Planning: The Value of a CFP - Part I

Power of Financial Planning: Financial Independence & College - Part II

Power of Financial Planning: Risk Management - Part III 

Power of Financial Planning: Investments - Part IV

Power of Financial Planning: Estate Planning - Part V

Should I Buy a Second Home in Retirement? 

The Bane of Long Term Care

Student Loans: What Relief is Out There? (Part I)

Student Loans: What Relief is Out There? (Part II)

Student Loans: What Relief is Out There? (Part III)

HSA? FSA? Navigating the Alphabet Soup

Advanced Social Security Strategies: A Primer

Living Abroad in Retirement

Do I Need Travel Insurance? 

The World of College Rebate Programs

Navigating the Maze of Medicare (Part I)

Navigating the Maze of Medicare (Part II)

Navigating the Maze of Medicare (Part III)

Teaching Your Children About Money

How Can I Protect Myself From Identity Theft?

Credit Score: An Opportunity and (Sometimes) A Bane

Where Should You Retire? (Part I)

Where Should You Retire? (Part II)

Where Should You Retire? (Part III)

Roth Conversion Puzzle

Choosing the Best Budgeting Software

Equifax Breach: How to Protect Yourself