Family CFO Services

January 3, 2014

Beyond ABC’s and 123’s, Teaching Young Children about Money

As parents and grandparents, many of you share the desire to prepare your children to become educated, happy, and financially…

July 19, 2011

Baby On Board

My wife, Kimberly, and I have been preparing for our first child, due very soon. Like many expectant parents, we…

May 13, 2010

A Matter of Trust…

Recently, I met with prospective clients to discuss their financial goals and objectives, as well as the many services Moneta…

January 13, 2010

Identity Theft and Credit Monitoring

How can someone steal your identity?  All that is needed is your social security number, birth date, and address.  With…

December 23, 2009

Scammers Hit Home!

If you have an email account, you are probably familiar with requests that show up in your inbox asking for…

December 17, 2009

You and Your Credit Cards

There is enough plastic out there to keep Benjamin Braddock in business for life. Don’t remember the famous line from…

November 21, 2008

Is it time to take a timeout from bail-outs?

Many Americans are upset that although they managed their money wisely and lived within their means, they are now being…