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The recent data breach at Equifax seems to have brought to the forefront our new reality. A reality where hacks, data breaches and stolen Social Security numbers are going to be commonplace at least until we come up with a better system for personal identification...

This past Friday we alerted you to the fact that the identities of three of four US consumers tracked by Equifax was compromised a couple of months ago. If you clicked on the Equifax link we provided and found that you are among those impacted, the...

Circle the letters in the list below that best describe the financial planning process for you (please select as many as are appropriate). More time: Sailing, fishing, swimming, hiking, biking, walking, running, scuba diving, mentoring, tinkering, painting, crafting, cooking, gardening, stamp collecting, reading, writing, enjoying...

As suggested would happen in a Brief weeks ago, Senate Republicans have failed to repeal the Affordable Care Act, or Obamacare. While the opposition was fierce from Democrats, the media, health providers, special interest groups, and the insurance industry, the lethal blow was delivered by...

Each summer about this time amid the lazy hot days of vacation and slower work weeks, I like to tell a story of my youth. This one is particularly timely as it coincides with Disney's hit movie Cars 3. If you haven't seen it, collect...

Republicans currently face the near impossible task of repealing Obamacare and passing a replacement bill that will not cost them politically. At their core, Republicans are loathe to add additional entitlement spending to an already broken federal budget, but no political alternative exists because, since its...

Working closely with people and their money for almost 35 years, I've seen and learned a great deal about human behavior. As doctors observe the physical impact of bad health habits and counselors uncover the personal and relational damage of bad life choices, caring advisors contend with...