Blog Posts
Save U.S. (or US)
Let’s meet two smart ladies, Grace and her best friend Anna. Both 25, they’ve begun working after college and Grace earns $45,000/year while Anna is hitting it out of the park earning $65,000/year. Grace and Anna have a lot of fun together especially when they’re shopping. But recently, Anna noticed that Grace is less fun…
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Credit Cards vs. Debit Cards
What's the difference between credit and debit cards? This video explains the basics of bankcards and how to use them wisely.
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War for Your Wallet
There's a war being waged for your wallet. Fight the urge to splurge, spend wisely and win for your financial future.
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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