New Jersey Fee-Only Financial Planner

For Financial Planning issues that concern you, use this site to find Articles, Internet Links and posts from my Blog, The Passionate Planner ™

If you would like to know more about an area you don’t see, drop me a line.


INVESTIGATE my Investment Philosophy, detailing the best ways to invest, and learn common mistakes and fallacies. Enjoy, as I challenge conventional wisdom espoused by “experts” who have vested interests in particular products or approaches.

INTERESTED in Financial Planning, Economics, College Funding, Retirement Planning, Stock Options or Taxes? Check out The Web Resources section, pointing you to some of my favorite sites.

FIND Articles -both detailed discussions and brief checklists- illuminating College Funding, Estate Planning, Identity Theft, Investment Strategies, Taxes, and more.