Objective Advice You Can Trust

How to Self-Diagnose Your Personal Financial Health

You probably get an annual physical.  Your doctor will ask about your concerns, take your blood pressure, perform other basic…

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Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health

“Prevention is better than cure”.  You need to assess your fiscal health and take corrective action before it’s too late….

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Mid-Year Investment Portfolio Checkup in 5 Easy Steps

The bull market of the past few years continues to plow along despite relatively slow economic news and ongoing unrest…

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Financial Planning – From Pile to Plan

A few years ago, I  met with a super nice lady I’ll call Eileen.  Her husband had passed away, and she…

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