Featured News

Lessons I Learned from Interviewing Over A Thousand Financial Planners
Forbes, April 14, 2011

6 Steps to Finding a Great Adviser (link)
6 Steps to Finding a Great Adviser (PDF)
Kiplinger's Personal Finance Magazine, December 2010

Are You Paying Too Much for Financial Planning and Advice? (link)
Are You Paying Too Much for Financial Planning and Advice? (PDF)
Jane Bryant Quinn blog post September 22, 2010

Follow Steps for Financial Planning (link)
Follow Steps for Financial Planning (PDF)
Sun Sentinel, October 5, 2009

Ideas for Raising Money-Smart Kids
Alliance of Cambridge Advisors Web site, May 29, 2009

Psyched Out—psychology and financial planning (link)
Psyched Out—psychology and financial planning (PDF)
Kiplinger's Personal Finance Magazine, February, 2000