If there is a positive thing to say about war, [it's that] it can be a wake-up call for people to get their financial life in order.

War gets people thinking about mortality even if they aren't going to be doing any fighting themselves. Now's a good time to look at whether you have the right life insurance coverage and to make sure your estate plan is in order.

War gets people thinking about mortality even if they aren't going to be doing any fighting themselves, ... Now's a good time to look at whether you have the right life insurance coverage and to make sure your estate plan is in order.

Stock options can overshadow the value of a retirement plan in a heartbeat. I've had clients who made millions by waiting a few weeks.

Bad debt is debt that is used to enhance consumption.

This is something I approach delicately with my clients.