“O death where is thy sting?” That provocative query often is attributed to William Shakespeare, who frequently focused in plays and sonnets on the tragedies
The first class of forty-two men and women who graduated from the newly created College for Financial Planning in 1973 became the first credentialed Certified
When a person thinks about contacting a financial planner, often he or she has a money question; perhaps how deal with a short-term situation, or long-range
Ask people about retirement goals and you get a wish list─travel, play more golf, spend more time with family and friends, etc. Retirement is seen as a
Fundamental to successful financial life planning is understanding the known vagaries of life and strategizing how best to deal with them. There are certain
Exercise Your Financial Muscles to Get Financially Fit
“Those who work their land will have abundant food, but those who chase fantasies have no sense.”
A Handy Checklist for Year-End Planning
The holidays are a busy time of year. Shopping, family events, company holiday parties and more may dot your
In the original Star Trek series, actor Leonard Nimoy, playing the character Spock, popularized the Vulcan salute, “Live long and prosper!” The point was
The full page newspaper ad from a major bank declared, “Financial planning is looking beyond today’s horizon.” The word horizon calls to mind the line or circle
The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It's a new chapter. It's
Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly