Whenever I told people the name of the book I was writing, they laughed. Then when I actually wrote it they were honest: "I don't often associate those two topics together" they'd say. Then this past Sunday, while sitting in church, I found the best metaphor for describing my new book, JOY of Financial Planning. 

Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and they want the best for their kids. No one created a model for the “down to earth-net-worth” families of Northern Virginia to put these systems in place. Until now.

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Everyone I spoke with on Friday asked what I was going to do this long, Labor Day Weekend.  I had no plans.  Little did I know I would spend three important hours watching coverage of Senator John McCain's funeral.

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

I remember where I was when Kurt Cobain's body was discovered in April of 1994.  I was working as a bank teller, listening to terrestrial radio, lamenting the fact that I wouldn't be attending the Pearl Jam concert that night.