Julie Schatz is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Forum Financial Management, LP in Menlo Park, CA and the surrounding communities.
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First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...
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Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders — get your financial orders in place,...
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So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
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Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
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You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...
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The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...
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Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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