Here, you’ll see such traditional topics as finance, taxes, retirement planning, and investment management through the lens of what real people actually care about: Your particular personal hopes and dreams, navigating various life transitions, and understanding the world around you. As avid readers and writers who like to share things we find engaging, we’re always updating this section. So feel free to browse around now, join the conversation or come back later.

Wealthinking Blog

Wealthinking: Career Issues

Wealthinking: Cash flow planning

Wealthinking: Charitable giving

Wealthinking: Cultural Commentary

Wealthinking: Estate Planning

Wealthinking: Family & Money

Wealthinking: Financial Services Industry

Wealthinking: HF Core Principles

Wealthinking: Insurance

Wealthinking: Investments

Wealthinking: Lifetime Income

Wealthinking: Planning Tidbits

Wealthinking: Reading Recommendations

Wealthinking: Retirement planning

Wealthinking: Tax planning

Published Articles

Over the years, we have published various financial planning articles. If you’re interested, these articles reflect the heart of our approach to financial planning and they give you a very efficient way to see the types of issues that we deal with everyday and how we help clients.


Explaining Risk to Clients: An Advisory Perspective

Oxford University Press, September 2013

Public Policy and Consumer Disclosure for the Income Annuity Market

The John Marshall Law Review, April 2013

Financial Planning: A Look from the Outside In

Journal of Financial Planning, June 2012

Consumer Protection in the Current Economy

AAII Journal, May 2012

The Role of Inflation-Indexed Annuities

AAII Journal, March 2011

Human Capital and the Theory of Life-Cycle Investing

AAII Journal, May 2008

Insurance-Based Investment Products

Journal of Financial Planning Between the Issues, October 2007

Life-Cycle Investing is Rolling Our Way

Journal of Financial Planning, May 2007

Get Organized! How to Maintain Your Personal Financial Files

AAII Journal, May 2006

The College Planning Smorgasbord

Journal of Financial Planning, July 2005

For Long-Term Investors the Focus Should be on Risk

AAII Journal, June 2005

What You Need To Know About Long-Term Care Insurance

AAII Journal, May 2005

The Great Debate: Jeremy Siegel and Zvi Bodie, moderator Paula Hogan

NAPFA National Conference, April 2004

How to Make Personal Finance “Connect” With Young Adults

AAII Journal, August 2003

A New Idea for IRA’s

Journal of Financial Planning, May 2003

A Guide To Dealing With An Estate Planning Attorney

AAII Journal, July 2002

Secrets your Financial Advisor Wished You Knew

CNI Newspapers, November 1997

A Parent’s Guide: How to Introduce Kids to the World of Investing

AAII Journal, June 1997

Planning Perspectives: Generation X

NAPFA Advisor, May 1997

Set Up A Budget And Stick To It

American Bar Association, February 1996

Index Funds Will Let You Sleep Better

NAPFA Advisor, December 1995

Money and Kids: A Parental Guide to Teaching Financial Responsibility

AAII Journal, June 1994

Portfolio Theory Creates New Investment Opportunities

Journal of Financial Planning, January 1994