From Sales Deception To Helping Profession

Steven Spielberg

Financial planning has struggled to emerge as a true profession. This is in part because some of the most powerful voices in financial services would still rather relegate the practice as a means to the end of product sales rather than advice as an end unto itself. Indeed, with the […]

Run your family finances like a business

Steven Spielberg

Question: I want to prioritize my family’s financial habits and start making smarter choices. Do you have any tips or strategies for family finances?  A: The best advice we can give you is to start running your individual and family finances the same way you would a business. Most people […]

College-bound students and parents, read this

Steven Spielberg

With the media focusing on the proposed “Human Infrastructure Bill,” including the proposal for free community college, a recent report by Bankrate.com on the most and least valuable college majors got my attention — and, if you are college bound, you should be very interested in the report. Before we get […]

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