KEDM radio series

Control from the grave is nearly impossible to achieve (and rarely appreciated by the heirs). But influence and a legacy of family values is not only possible with careful and creative planning, but may be the most long-lasting gift you could leave behind.

Here’s a question I get a lot from parents of school age children – “Should I open a 529 account? Is that the best thing to fund education?  Or would you suggest something else?”

When people ask my advice as to how much insurance (of any kind) to buy, I often tell them to buy the amount that is going to make them the most happy.

In all areas of life, comparison robs us of our joy. But never is that so true as in financial matters.

One day, Future You will be Present You and will think about Present You the way you currently think about Past You.

Americans are suckers for financial offers that are cute and clever. Think, "What's in your wallet?"

The best rewards card I’ve ever been able to find is the one with the financial planner’s name on it that is helping you control your spending, increase your savings and coordinate all aspects of your financial life.

A good financial strategy is first about preparation and protection, and only afterwards about the pursuit of perfection.

If you own your own business, here’s a good question to ask yourself:  do I really own my own business…or does my business own me?

When you’re doing financial planning, is it better to be optimistic or pessimistic?

How to help your parents craft an estate plan to assure their life's work will outlive them.