Financial Planning Tools That Aren’t “Penske Material”

By Matt Cohen, CFP®, CIMA®
I’m of the opinion that many things in life can be referenced back to Seinfeld, which has been the enduring genius of the show. A memorable episode involved the character George Costanza at a job he wasn’t sure if he actually got, doing work he wasn’t quite sure he knew how to do.
Read More

Green(er) Acres?

By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®
You never really know a man until you have divorced him.” – Zsa Zsa Gabor Oh, Zsa Zsa certainly knew a thing or two about divorce.
Read More

Where to Start?

By Kristan L. Anderson, CEBS®, CFP®
I’m an idea person. I have a lot of ideas and get excited about them and even start implementing many of them. But without certain expertise and the appropriate runway to fully realize these ideas, they may get lost in the day-to-day process of living and working and managing a department and a household. I’m sure a lot of you can relate.
Read More