How Much Your Coffee Habit Costs
September 23, 2022
Paul talks about a study that finds coffee drinkers are more impulsive spenders and
Navigating an Unequal Inheritance
September 14, 2022
Most of the time giving equal inheritances is appropriate, but not always. Paul and
Digital Assets: A Reason to Revisit Your Will
August 15, 2022
Did you know that your loved ones will likely not have access to your
Financial Planning Book: ‘Confident Financial Planning’
August 5, 2022
Studies consistently show that Americans are not prepared financially. One of the biggest contributors
Gold Doesn’t Provide Security
July 22, 2022
Paul and Ira talk about why people think about gold when they’re looking for
Understanding the Money Personality Types (Part 2)
July 13, 2022
Did you know there are eight common money personality types? One of the most
Understanding the Money Personality Types (Part 1)
July 12, 2022
Did you know there are eight common money personality types? One of the most
Start Financial Education Early
July 8, 2022
Not everyone gets a chance to figure out their finances at an early age.
Family Education in Your Estate Plan
July 4, 2022
If you’re estate planning, don’t miss out on the benefits of a 529 plan.
Saving Is Hard for Half of Americans
June 29, 2022
Almost half of Americans have not saved enough and have a lower standard of
Building a Budget With Brian Koonce
June 15, 2022
Whether you’re looking for a better understanding of your monthly expenses or you have
Starting a Financial Plan With Chad Henson (Part II)
June 8, 2022
Paul and Chad continue the conversation about what a financial plan is and how