Blog Posts
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…
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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…
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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…
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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…
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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