Buying Your Own Home? Read This First

It seems nothing can stop Americans from wanting to buy their…

Do You Need a Prenup?

According to news reports, when Katie Holmes and Tom Cruise announced…

Simple Truth #4: Inflation and Taxes are Money’s Enemies (Saving and Investing are Money’s Friends)

Inflation and taxes can wreak havoc on the best-laid financial…

Financial Planner's Reading List: You Are What You Read

This past Sunday morning I (and, I suspect, millions of others)…

Fee Only Financial Planner Dishes on House Buying in the Bay Area

In the meantime, Jim and I worked on their cash flow adding in housing costs (they’ve been clients since 2007). Both were adamant that they know the numbers and not get in over their heads. Jim has an inviolable goal, “I want a six month buffer of living expenses at all times.”

Couples and Their Money - Yin and Yang

Here is my advice to couples who are facing financial challenges and don’t see eye to eye on the value of a financial planner. Work together and see if you can find consensus. Remember one of the rules of marketing: What’s In It For Me? Help your partner understand there are benefits. Even though the process may be uncomfortable, and difficult to understand, the end results are what matter most.