Wealth Management

Blog Posts

Willpower and Healthy Money Habits - Bonnie Sewell - American Capital Planning

How to Replace Willpower in Spending

Nobody dropped out of our plant-based lifestyle group class after the first week.  Comparing notes, others lost 5 lbs. just like I did.  Changing habits is a universal challenge among the classmates I spoke to.  Not eating any dairy, meat, or any other animal products along with no sugar, no oil and no added salt…

Read More
Healthy Money Habits - American Capital Planning

Healthy Money Habits: How to Make Change Stick

Change is hard.  And change is slow.  At least this is true for me and the changes I’m trying to make permanent when it comes to healthy eating.  I have incentives: age, appearance, and most importantly, ankles.  My two titanium ankles are constantly asking me to “lighten up”.  I know what to do, yet I…

Read More

Using an SPIA to Purchase Life Insurance

Submitted by DYSNYD Because we also work with older, high net worth clients, we have uncovered the need for life insurance, either to provide estate liquidity or for the purpose of increasing a family legacy. Whatever the reason, a life insurance policy is a major purchase for older clients, often requiring the payment of large…

Read More

That’s Money In The Bank

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” – Ayn Rand Security, liquidity, and earnings are all benefits to having a savings account. Your money is federally insured up to $250,000 and you can access your money when needed. That doesn’t mean that…

Read More


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