Wealth Management

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

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

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Press

  • 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