September 15, 2023

Managing Your Parents’ Finances

When reached out for expert advice on how to manage elderly parents’ finances, I was eager to help with this important area of longevity or “long life” financial planning. Here are highlights from the article What can families do to […]
August 17, 2023

How Offering Pro Bono Financial Planning Makes Me Feel Rich

I volunteer an hour a week to Advisers Give Back, a non-profit organization that connects financial experts with people who want to achieve their financial goals sooner. I work with people to create a smart, personalized plan based on their goals, whether […]
February 15, 2023

Why Do Only 1/3 of Americans Work with a Financial Advisor?

Many of us place a high value on frugality and simplicity. Byzantine emperor Justinian I said, “Frugality is the mother of all virtues.” English writer Samuel Johnson said, “Without frugality none can be rich, and with it very few would be poor.”  […]