Wealth Management

Blog Posts

Do Spouses Need the Same Amount of Life Insurance?

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs. Pat’s sister suggested they…

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How To Win The War For Your Wallet

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Insurance

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Your Legacy – Wills

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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