June 21, 2016

The Obamas have chosen to stay in Washington, DC after Mr. President leaves office. They will reportedly stay in the upscale Kalorama neighborhood, renting a 9-bedroom home at $22,000 per month!

How smart is President Obama and first lady Michelle Obama when it comes to...

April 29, 2016

More middle class Americans are choosing to place their 401k money in target-date funds. In addition, a rising number of 401k plans use a target-date fund as its default investment.

target-date fund allows you to choose your expected retirement year (usually in five o...

April 28, 2016

You just celebrated the big 3-0 and you feel that means it's time to get your finances in order. Your pesky student loans won't leave you alone. You worry you will never be able to retire. On top of that, you're still renting and feel jealous of your friend who just bo...

April 19, 2016

“What successes have you achieved?”

My business-savvy friend Pauline asked me. Was she referring to our financial planning firm’s revenue or profitability?

As I was thinking about my answer, I saw flashes of faces – our clients whom I’ve had the privilege to work with o...

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