Odd title for a blog, I know, but bear with me for a moment. Let me place a hypothetical in front of you: You run a business with a traditional progression path from entry level to intermediate level to advanced level, and finally onto executive or management roles at the top of the career ladder. Like most organizations, your company …

One of the more interesting proposals to come out of the current administration over the past year recently just floated down the newswire. While not yet in the form of a bill in congress, the administration has suggested it will push to allow the use of a portion of available 401(k) (and possibly other similar retirement plans) to purchase a …

Open, honest, non-judgmental question: What do you know about finance? Perhaps more importantly, how do you know what you know? Did your parents sit you down when you were young and teach you everything you know today? Did you take a class in High School or maybe college? Sit through a “Financial Peace University” series at your church or sign …

Over the winter break, I took the time to peruse Bob Veres’ new book, “A Behind-The-Scenes History of the Financial Planning Profession.” This won’t be a book review, though one will likely be forthcoming (early thoughts: It’s quite good, if quite long.) The relevance of this particular 736 page read is not to begin an exhortation of the short but …