No matter how old your children are, back to school time can be expensive. If you have younger children, you may have to arrange after-school care. If you have older […]
Market Looking Slow? Let Me Give You Some Good News…
You may have noticed the stock market taking a sluggish turn during the summer. The trading volume decreased, and the numbers haven’t been quite as strong as in pre-summer […]
Is the Senior Citizen in Your Life Financially Protected?
Although there’s been a lot of great financial news lately, the sad reality is that many people are losing large portions of their wealth…and it’s probably not due to the stock […]
The One-Minute Purpose Test
If you follow this blog, you’re well-aware that PURPOSE is central to what I discuss here. In fact, it’s one of the three pillars of Self-Wealth. Without purpose, you […]
Your Personal Finance is PERSONAL
When it comes to financial decisions, it seems like everyone has an opinion. News articles tell you to invest in this but not that. Social media tells us about get-rich-quick […]
8 Budget-Friendly Family Activities for Summer
If you live in a cold climate like I do, you are well aware that summer seems to pass in the blink of an eye. Don’t let this one slip […]
Nervous About Investing in the Market? You Don’t Have To Be.
There are MANY ways to invest your money, some more risky than others. You could sock your spare cash into a savings account or CD. You could become part of […]
The Most Powerful 5-Letter Word?
When you’ve worked as a financial advisor for as long as I have, you develop a deep understanding of the importance of TRUST. Trust shouldn’t just be a vague idea, […]
4 Things I’ve Learned About Building a Home from Scratch
I understand the appeal of building a new home from scratch. You have a dream home in mind, and no existing home can quite measure up. Building from the ground, up […]
You’re going to spend HOW MUCH on food during retirement??
If you’re like most Americans, you don’t spend a ton of time thinking about retirement. It will take care of itself, right? You’re not planning to buy a condo in Fiji […]