Financial Doing: Because if it’s just Financial Planning, it will never happen!
I have a theory that just about everyone has important financial To-Do items sitting on their To-Do list. However, those financial To-Dos often just sit there because there isn’t a looming deadline to...
View ArticleRetirement Plan: 10 Expenses to Consider
Part of the process of determining if you can afford to retire, is to run the numbers to see if the amount of money you have saved plus any expected income you may receive from pensions and Social...
View ArticleGarrett Planning Network Retreat
The Garrett Planning Network 12th Annual Retreat was recently held in Denver Colorado. I am a member of the Garrett Planning Network. It is a group of about 300 financial planners that offer...
View ArticleMissouri A+ College Scholarship Program
What is the A+ program? The Missouri Department of Higher Education has an offering called the A+ Scholarship Program. If your High School participates in the program, a student can enroll, and by...
View ArticleFinancial Resolutions
I believe that just about everyone has some sort of financially related To Do item sitting on their To Do list. And they have every intention of taking care of it. However, so many other more time...
View ArticleMichele Clark in the News: US News and World Report about Mistakes...
I was honored to help US News and World Report recently in their article “6 Mistakes Grandparents Make When Helping Pay for College” we had a nice long conversation which was used for a couple of...
View ArticleMichele Clark in the News: US News and World Report about College Planning...
I was honored to help US News and World Report recently in their article “How Grandparents Can Help Save for College” the author of the article and I discussed how difficult it can be for families to...
View Article
