Wealth Management

Blog Posts

Should I Stay or Should I Go?

(with apologies to The Clash) Darling, you got to let me know . . . One of the hardest decisions a business owner will ever make is when to sell their baby.  And to whom. And for how much.  I’ll be here till the end of time . . . Most owners overestimate how long…

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Financial Plans

Are We There Yet?

There are 336 days left in 2020 and only 49 days until spring!  If you’re counting, there are still 124 days before summer shows up.  That gives us time to get our financial house in order before midyear.  We are almost through January so the last couple days of this month can be used to…

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Life Insurance

What to Do When Your Term Life Insurance Is Expiring

In an ideal world, you buy life insurance when your kids are young or you’ve purchased your first home, and you need the coverage only for about 20 years. By the time your policy nears the end of its term, your kids are on their own, your house is mostly paid off, and you’ve accumulated…

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healthy personal finance

There Is Fat In Broccoli?

There is!  Of the 33 calories in a cup of broccoli, there is .33 grams of fat, 2.48 grams of protein and 5.84 grams of carbohydrates (the good ones).  This sweet treat (1.50 grams of sugar) also has 2.3 grams of fiber.  Avocado, technically a fruit has 7.71 grams of fat per <2 oz. serving. …

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February 2019:


March 2019:

Investment in You

April 2019:

Transformational Technology

May 2019:

 Estate Planning

June 2019:

Life Transitions

July 2019:

Stories of the Rich and Not Yet Famous



  • 5 Retirement Variables Outside of Your Control (US News)

  • A Valentine's Day Warning

  • APR 12-17-12 FBCR

  • AIF Designation Miami Press Release

  • Are We Getting Better or Worse?

  • Ask Bob - 022719 - Marketwatch

  • Bankrate Feb 08

  • Business Insider

  • Chicago Tribune June 2012

  • Chicago Tribune Sept 30 2011

  • Christian Science Monitor Mars and Venus

  • CNBC Interview Oct 2010

  • College of Charleston Newsletter

  • Consumer Guide 2012

  • Critical Mistakes to Avoid After Divorce

  • Entrepreneur.com

  • Forbes 2015

  • FP Eldercare Jan 08

  • Helping Clients WSJ September 2013

  • How to Manage the Costs of Living Off Campus

  • Inside NoVa April 2011

  • JFP January 2011

  • Kiplingers

  • Loudon Times Mirror and NerdWallet

  • Morningstar on Weddings

  • New York Times Bucket List

  • NY Times 10-08

  • Paying Down Debt Chicago Tribune

  • PBS May 2013

  • Pioneer Press Successful Investing Nov 2010

  • Real Simple March 2011

  • Richmond Time Dispatch Successful Investing Nov 2010

  • SmartMoney

  • US News Sept 2010

  • USA Weekend 401k Withdrawal

  • Washington Post August 2013

  • Why You Need a Spending Plan Instead of a Budget

  • WSJ Apr 08 Delaying Retirement

  • WSJ Aug 27 2008

  • WSJ Blogs 09-20-2012

  • WSJ November 2010