You and Your Business: Choosing the Right Form of Ownership
on June 8, 2015
Each month, the Financial Planning Association provides very nice, short articles on a financial planning topic. I thought you might enjoy reading this! You and Your Business: Choosing the Right Form of Ownership The form of ownership you choose for your company can have lasting legal, financial, and tax implications. Here’s a review of some…
Read More | CommentWhat I’m Reading–Sylvia Porter: America’s Original Personal Finance Columnist
on June 1, 2015
Before Suze Orman, there was Sylvia Porter. Beginning her career in the 1930’s, many women worked in the home, and the ones who went to work were usually nurses or teachers. Certainly, they weren’t in finance. Yet Sylvia Porter was determined to learn what had caused the great depression and changed her major from English…
Read More | CommentWhy Did I Become a Financial Planner?
What does D.M. stand for?
on October 30, 2014
As of September, D.M. Wealth Management, Inc. has been open for eleven years! It’s been an amazing, fun, frustrating, awe-inspiring ride. The best thing about D.M. Wealth is the clients–I’m so fortunate to have a wonderful group of people I advise. However, they ask one question repeatedly: What does D.M. stand for? Is it my…
Read More | CommentThinking, Fast and Slow
on October 24, 2014
Next week, I will be speaking at the CCH Connections conference in Orlando, Florida, and I get to talk about one of my favorite topics–behavioral finance. Behavioral finance looks at the ways in which people are not rational about their money. Inherently, we all know that other people aren’t rational about their money. When we’re…
Read More | CommentBudgets and Diets are Four Letter Words!
on October 17, 2014
Why do I say “Be Prosperous”?
on October 1, 2014
This is a blog to help you be prosperous. It’s not a get rich quick site. It’s not a hot stock tip site. It may not always even be about financial planning, its primary focus. Instead, this is a blog to help you recognize prosperity and take steps to improve yours. What does it mean…
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