In honor of 50 of my articles getting published on the Press Banner, here’s a review of my in-depth pieces on financial education, history, and planning…
Financial Wisdom for the Ages: Celebrating 50 Press Banner Articles
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Fundamentals of Planning Articles
The Millennials: Nurtured for Prosperity
Born between 1981 and 1996, 72 million increasingly diverse Millennials today thrive in midlife. Using social media for networking and efficiency…
Generation X: Financial Success by Osmosis
Born 1965 to 1980, Gen X’ers today are roughly age 45 to 60. Their share of American wealth rose to 26% in 2023. Surviving 2008, they…
Zoomers on the Rise: How Gen Z Is Reshaping Financial Independence
Zoomers adapt! Generation Z, born 1997-2012, grew up fearing the 2008 failure of centralized financial institutions and the insecurity of…
Planning for Longevity
I now ask planning clients about time more than work cessation after 65. Sadly, my father just disappeared into television and disease quickly with…
Avoiding Appalling Fees For Sound Financial Advice
How can investors of modest means get the advice they need to thrive with longer lifespans and higher healthcare costs? Commissions serve…
Financial Freedom Evolves with Professional Advice
Financial life planning evolved over time with increased wealth, better technology and greater deregulation in a professional society that values…
Christians Celebrate Planned Giving
In 2000, religious Americans gave almost four times more money to charity as their secular neighbors and volunteered more than…
Accounting for Your Financial Plan
Expect income statements, balance sheets and statements of cash flow not just in business and rental financial statements, but in…