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 […]
5 Ways College-Aged Young People Can Save Money
For many people, college is a daunting prospect. In addition to being academically challenging, it can also put a strain on students’ (and families’) personal finances. Between 1980 and 2022, […]
Wealth Goes Beyond Money
The old saying, “Money can’t buy happiness” is much too simplified and not necessarily true. Money is an essential component of stability, and stability does help to create happiness by […]
5 Ways to Cut Spending (and Overconsumption)
Today, it is more tempting than ever to spend our hard-earned dollars. We are bombarded with advertisements on social media and TV. We see influencers touting the latest gadget, outfit, […]