A Message of Hope from a Financial Advisor

As a financial advisor, it’s my job to spread hope. That may sound strange, but it’s absolutely true. A lot of fear can be whipped up around finances. Financial advisors […]

8 Signs You Have an Abundance of Self-Wealth

If you regularly follow my blog, you know that Self-Wealth goes beyond finances. Self-Wealth is a complete picture—a multi-faceted state of being. In my view, to truly be a wealthy […]

3 Practical Lessons from the GameStop Incident

Even if you don’t pay much attention to financial news, you’ve likely heard about the wild ride we had last week with GameStop stocks. Media as diverse as Twitter, CNBC, […]

The Link Between Wealth and Health

What does regular exercise have to do with your finances? Does decreasing stress save you money? Can healthy eating trim expenses as well as pounds? Though it might seem strange, […]

Top 6 Financial Resolutions

Happy New Year! You may have made a resolution or two at the beginning of the year…but were any of them financial resolutions? Many people tend to gravitate toward resolutions […]

7 Creative, Safe, Family-Friendly Holiday Ideas

Undoubtedly, this will be a holiday season to remember, whether for good or bad! We might not all agree on how to spend our celebrations (with some people distancing completely, […]

Patience Rewarded (Staying in the Market Through COVID)

A LOT has happened since February/March, 2020, but let’s pause for a moment and try to remember what that moment was like in the U.S. That time was characterized by […]

Relieve Stress by Giving Thanks

You will always have reasons to be stressed. That’s just the way life is. You may worry about your finances, health, or family members. You might be anxious about the state […]

Adapting an Emergency Savings Mindset (5 Strategies)

By now, you’ve probably heard that Americans, as a whole, are abysmal at keeping up an emergency savings account. The vast majority of people cannot scrape together four hundred dollars for […]