Blogs and Casts

Blogs

As we embark on a new year, it's time to take a fresh look at your financial strategies, particularly when[...]

My daughter and I recently visited Vietnam. I looked in to customs on tipping as it is so deeply ingrained[...]

As the year draws to a close, many people think about pouring your blessings and making a difference through charitable[...]

I hear this in financial conversations: “We are holding off on making a decision until after the election”; or “let’s[...]

I recently found out that the wife of a family that I did a one-time financial plan for about eight[...]

My guest on today's podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm[...]

“So that kind of led me to going, ‘wow, I'm in this business, but there's got to be something more[...]

What do icebergs have in common with your financial life? In this episode, Danielle Howard discusses how your financial life[...]

Creating a life by design, not by default, will help you to create your best decade. In this episode, Danielle[...]

As we now sit late into the fourth quarter, are you ready for 2020? Are there things you can do[...]