Mindset

Kids are complicated. Money is complicated. Put both of together and you have a problem so complex it will rival the complex science equations sprouted by Sheldon Cooper on the Big Bang Theory. A recent study by the Financial Planning Association (FPA) stated that 68% of parents are...

As a financial planner, I am used to saying things which some might construe as being offensive. We are talking about people’s money which I appreciate is a very emotional topic. And we also live in a society which is very easily outraged. But here is the...

Before I start talking about this very important topic, I want to ask you a very honest question. Word of warning there is only one correct answer, and you may not like the result. What is the one thing that is holding you back from building true...