Five years ago, I made the terrifying but important decision to strike out on my own as a financial advisor. I had 30 years of experience under my belt, but […]
For My Clients, This is Just Another Year
Election? What election? Presidential election years are often a tense time for investors and, by extension, financial advisors. We don’t know who the new president will be or how that […]
It’s Okay to “Live Small”
If you turn on the news, pull up social media, or listen to the radio or a podcast, you’re sucked into a larger world. While this can be fun and […]
Celebrating What You Have
Part of the great American dream is to always strive for more—more money, success, personal possessions, happiness. While I appreciate this dream in some ways (ambition and motivation can certainly […]
A Current Guide to Improving Your Credit Score
With high inflation rates AND relatively high interest for loans, it is more important than ever to have good credit. A high credit score (typically anything above 670) can get […]
How Your Social Circle Influences Financial Success
Sometimes it’s difficult to pinpoint what influences us. We might be persuaded to think or act a certain way due to what we view on television, what we see on […]
Is Buying a Home a Good Investment? (A Financial Advisor’s Perspective)
For decades, the American dream has involved owning a home, or maybe even two homes. It has been something to strive for, and a marker of success. However, as of […]
Preparing for Life After Work (4 Ways)
For many people, work is an integral part of life. It can be part of your identity, a basis for small talk (“What do you do?”), a source pride, and […]
Dream Big (Why Not?)
When we were young, it seemed to take forever for things to happen. We would wait and wait for Christmas to come around, or for our birthdays to arrive. We […]
5 Ways to Spring Clean Your Investing Habits
When it comes to money management and investing, many of us fall into behavior patterns. We become accustomed to certain practices—certain habits—whether they’re good for us or not. Since spring […]