Vacations in the scope of financial responsibility are considered a lifestyle not a fundamental goal. A financial planner is first responsible for guiding you to address fundamental goals then lifestyle goals as well as helping you understand the difference. Regardless if you consider time away from...

Great question. This is a good time of year to take a closer look at finances. The holidays are a distant memory and taxes are hopefully out of the way. By now many have or will shortly receive any tax refund due to them. Before you decide how to use your tax return, I would ask some questions to he...