In today’s world, we are often presented with endless opportunities for decision-making. There are the small, everyday decisions—grocery store purchases, deciding which streaming platforms to pay for, choosing a new […]
Knowing When to Hire Good Help
As a financial advisor, I often work with clients who are trying to balance their time, talents, and resources. The truth is, you can’t do it all (and if you […]
Why Good Financial Planning Has Nothing to Do with Elections
As a financial advisor, I am well aware that individual investors can become anxious during election years. They wonder about their investments and financial plans, and if the election will […]
Estate Planning: One of the Greatest Gifts
It is never easy to cope with a loved one’s passing. Emotions are high, and people may act differently than usual due to their uncertainty and grief. Although this is […]
The Sandwich Generation (Caring for Children AND Parents)
As a financial advisor, I’ve had countless conversations with middle-aged clients who are finding themselves in a challenging position—caring for both their children and their aging parents. This “sandwich generation” […]
Celebrating Five Years!
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 […]
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 […]