finances

American Banking in the Twenty-First Century

March 14, 2014

Over the past decade or so, banking officials made a fascinating discovery. They found their customers to be an untapped source of bounty, with depositors […]

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5 Easy ways to take control of your personal finances

January 29, 2014

When I started my financial planning career seven years ago, I quickly learned that the people who were financially successful were the ones who dedicated […]

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Financial planning: Lessons from other Moms

October 17, 2013

Disclosure:  This article was written pursuant to our engagement by brightpeak financial. All views expressed are entirely my own, and were not influenced or directed by brightpeak […]

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Nine tips to manage your money as you start a family

January 25, 2013

As a woman, you’ll go through many life stages. Some stages will require you to completely change your financial plan while others will require just […]

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Tips on how to communicate with your kids about money

September 27, 2012

A Dad’s Point-of-View What are the biggest problems in marriages? Kids? Money? Sex? Communication? All of the above? What are the biggest challenges in parenting? […]

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