Imagine a person who always, in every circumstance, makes rational decisions with his money. He saves when he ought to and spends exactly as he should spend, in
Have you ever noticed that some people seem to be consistently successful at complex and creative tasks, while others see only fitful success and repeated
It’s tax time again, and as you look over your tax payments for calendar 2016, you’re undoubtedly wondering where those dollars are being spent.
The Wall
Giving to a charity is easy, right? You write a check and send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your
After the recent downturn in the U.S. and global stock markets, you can be pardoned if you wished that the markets were a bit tamer. Wouldn't it be nice to get
The big question in Europe this year is how the British people will vote on June 23. Will they vote to leave the European Union (what’s being called the
Most people have seen bogus emails purported to be from the executors of the estate of Nigerian princes or other obscure foreign notables who want to give
June 6, 2015
The Fiscal Times – article by Kathryn Tuggle
If you’re going through a divorce, your future financial well-being may be the last thing on your
December 27, 2013
By Beth Jones, RLP®, AIF®, CFT™
Life is full of changes
What do a lottery winner, lawsuit recipient and a widow have in common? Sudden
September 21, 2013
By Beth Jones, RLP®, AIF®, CFT™
Many people fail to have proper and updated estate planning documents, so a serious illness or death of a
August 3, 2013
By Beth Jones, RLP®, AIF®, CFT™
Whether you call it budgeting, or a spending plan, it can be a tedious task that we only do when absolutely