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When I’m 65

Last week I attended “Building the Bridge to Ohio Investor Education,” a community event hosted by the PBS affiliate in Dayton, OH.  The program included an opportunity to screen the documentary, “When I’m 65” and discuss issues around financial planning, financial...

Rolling with the Changes

Every year our Jones family tree comes together over the 4th of July holiday week to share hugs and conversation, and erase the physical and emotional distance that comes from living hundreds of miles apart from one another.  We look forward to this trip each year,...

Where Does It Go?

“I just can’t figure out where the money goes.  We should be doing well with our salaries, but we never seem to have anything left over at the end of the month.” My client’s frustration is shared by many other people I’ve worked with over the years, regardless of...