financial professionals

KISS: “Keep It Simple Stupid.” It’s one of those catchphrases we use and assume we understand. Yet what they mean to one person is not necessarily the universal interpretation. Does KISS mean to make a complex topic understandable? Not to make a simple communication overly complex? Not to oversimplify a complex topic? It could mean

From a financial planning perspective, the greatest financial risk we have for depleting retirement resources is living too long. This is especially the case when someone’s final years include an unexpected and lengthy stay in a long-term healthcare facility like a nursing home or an assisted living center. Estimates show that about 50% of older

One of the biggest influences on someone’s investment returns is the media that they consume. We are so polarized that millions of Americans tend to get most of their information from only media that is far left or far right.

When people are forming a relationship, the last thing they typically want to talk about is something as unromantic as discussing money.

Let’s look at the impact of workaholism on a marriage or committed relationship. Where is the line between healthy coping behavior and problematic behavior?

Let’s take a look at very personal form of income and wealth inequality—that between partners in a marriage or committed relationship.

Both of us would say we’re concerned about climate change, yet our coffee practice doesn’t align with that value.

Getting rid of “junk fees” and increasing transparency in pricing has been in the spotlight in recent months. Yet hidden fees in many of the services we purchase have been around for a long time.

I’ve seen well formulated sophisticated investment programs, which have served parents really well, be destroyed by family members who may have good intentions.

I’ve seen well formulated sophisticated investment programs, which have served parents really well, be destroyed by family members who may have good intentions.