For my friends who do not receive the Journal of Financial Planning, below is my June 2016 article: In modern society, money is the primary tool for survival, security, and satisfaction. In previous hunting, agrarian, and bartering societies, money was one of multiple sources of sustenance; today, it’s the source. Consequently, every primitive survival and pleasure-seeking drive

Spring is college graduation time and a launch into financial independence, a celebration tuition-weary parents eagerly anticipate.  Unfortunately, while parents may be eager to be free of financial burdens, graduates may not be equally eager to assume them. Launching a graduate into independent adulthood can be a difficult transition filled with conflicting expectations and  mutual disappointments.  Now is the opportune time for

The markets are gyrating.  We’re dizzy & confused.  So are your clients.  Below are behavioral psychology tips for keeping clients calm: 1) First, Calm Yourself:  Up to 90% of communication is non-verbal.  Clients will notice any anxiety you feel.  Watch your speed of talking, breathing & pitch of voice.  Rapid speech, quick & shallow breathing and a change in pitch signals