The CFP Board has postponed the July 2020 exam administration to September 22-29, 2020 because of Covid-19

July testing appointments currently scheduled will need to be rescheduled to available dates in the new September 2020 testing window (September 22-29). By May 31, 2020, candidates registered for the July 2020 exam will receive an email with instructions on how to schedule testing appointments in September. If September is not an option, candidates will have the option to postpone to November.

Anyone that knows me knows that I am terrible at tech.  When it comes to things like Twitter, blogging, social media, and whatnot, I’m clueless.  With that said, I am going to give it a shot and here’s what I’m going to do.

We are being bombarded with news about covid-19 and the economy and, as important and serious as that news is, we need to take a break from it now and again.  So, I want to focus on the uplifting and positive stories out there, even if it’s just for a few moments during the day; so that’s what I’m going to write about and share.

In Case You Missed It:

The CFP Board of Standards is making it easier for investors to spot financial advisors with a questionable past. The change came a day after The Wall Street Journal reported that the Board was not disclosing the disciplinary history of CFP practitioners on its consumer website

How I Got Started

Many of you ask about how I got started and about starting/maintaining a financial planning practice in general, so, here is a link to an interview I did recently for Investor’s Business Daily that discusses those issues (print version last week 2/25/19).

Advisor Builds a Successful Business, One Income Stream at a Time

I joked with the reporter that is must be a slow month if he was interviewing me.  He agreed...


Here is the 2019 Tax Contribution Guide which I KNOW you have awaiting for breathlessly since the beginning of the year . . .  Ok, maybe it's not that exciting, but it does come in handy as a quick reference.




Recently, a number of my Audio/Video Insights subscribers asked about the new mortgage rules for 2018 so I sent a video on the changes. It seems it helped clear up some of the confusion around taxation, deductions, who it affects, and who is grandfathered, so I wanted to share it with a broader audience.


There are two documents that every college student should sign; a durable power of attorney and a healthcare proxy. The power of attorney is so parents/guardians can have access to their student’s grades, the health proxy is so they can make healthcare decisions for them if they are incapacitated.

I realize this email topic is non-financial and more of a public service email, BUT I thought it was important since we ALL deal with issues of privacy and confidentiality with our clients.

Here's another Video Insights for you. Here I am discussing how the new Tax Cuts and Jobs Act effects divorce and alimony.  Hope you like it (and my classy t-shirt)!

As always, be sure to leave your comments and suggestions.

"See" you on the next video.