I’m the Chief Advisory Officer for SignatureFD and the author of "Simple Money: A No-Nonsense Guide to Personal Finance." I’m not spouting untested philosophy—I've worked with clients and advisors for more than 20 years. Most importantly, I’m living this stuff out in my foremost
How To Use The BAT Success Triangle To Master Money And Life
All the right attitude and technique in the world won’t get you one step closer to your goals if you don’t act.
Where Should Financial Literacy Be Taught—Home Or School?
The antiquated argument that personal finance should be taught at home simply looks silly in 2024.
How To Find Peace Of Mind In A Volatile Financial World
Peace of mind looks different from one person to the next, and we must not presume what will bring it—and what will take from it—in financial planning.
Why Don’t We Do What We Know We Should Do With Our Money?
Financial planning is less about knowing what to do and more about doing what we know.
3 Ways The Late Daniel Kahneman Has Improved Your Life (Whether You Know It Or Not)
Daniel Kahneman didn't just make the world better—he made YOUR world better, whether you know it or not.