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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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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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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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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Videos
February 2019:
Shelter
Fireside Chat: Shelter
March 2019:
Investment in You
Fireside Chat: Shelter
April 2019:
Transformational Technology
Fireside Chat: Shelter
May 2019:
Estate Planning
Fireside Chat: Shelter
June 2019:
Life Transitions
Fireside Chat: Shelter
July 2019:
Stories of the Rich and Not Yet Famous
Fireside Chat: Stories of the Rich and Not Yet Famous
Are you on the right path?
Press
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
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