by Todd Burkhalter | Nov 26, 2019 | Financial Planning
The Thanksgiving and Christmas holidays are, by far, my favorite time of the year. There is cheer in the air and an overall feeling of generosity. Being in the financial field for the past 22 years I have also learned that this is the time of the year when advice is...
by Todd Burkhalter | Feb 25, 2014 | Leadership
Being on time is most often a choice! For the most part people choose to fill their schedules, usually so full that they couldn’t possibly squeeze one more item into their day. So that at the end of the day they are drained, empty and maybe even not that productive....
by Todd Burkhalter | Aug 23, 2012 | Video
Have you ever asked yourself, Am I doing all of the right things with my money? Most of us have… Establishing Wealth Objectives serves as a new lens to determine the answer to that question.
by Todd Burkhalter | Sep 9, 2011 | Education
Did your parents’ teach you about saving early in life? Do you wish that you had a chance to learn how to manage your personal finances earlier in life? The fact is that most children adopt the habits and philosophies that their parents have about money Parents...
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