Each month this year, we have offered suggestions for ways to chip away at your financial goals. By doing at least one thing each month, you can make significant progress. We wrap up the year with ref…

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that by doing at least one thing each month, you can make significant progress. Review your health insurance…

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that by doing at least one thing each month, you can make significant progress. This month we turn toward y…

It’s Friday afternoon, and I’m wrapping up an email as I get ready to head home. The phone rings and it’s a client on the other end of the line: “We’re having a money ‘discussion’ and we…

Chances are, you and your spouse have a major money issue you argue about occasionally. For some couples, maybe it’s more than occasionally. These “discussions” may seem fruitless now, because y…