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, […]
6 Ways to Rein in Holiday Spending (and still have fun!)
During the holidays, it’s easy to get carried away with spending. I understand. In a way, it’s a reflection of your abundance—you have lots of family and friends that you […]
8 Ways to Cut Spending (AND Maintain Your Lifestyle!)
If you’ve read past blog posts, you know I’m a big believer in creating sustainable savings. It’s absolutely vital to build up an emergency fund, as well as invest in […]
Fight your short-term thinking tendencies!
In America, we are raised on short-term thinking. All our lives, we’ve been told to buy now, satisfy our cravings, or to take advantage of a “limited time offer.” We […]
Hurricanes, Fires, and Floods: How to financially prepare
The U.S. has watched in horror as three major storms—Harvey, Jose, and Irma—have devastated large populations within and just outside of our borders. One after another, these storms have demolished […]
Client FAQ: It’s a seller’s market! Should I sell my home?
It’s a seller’s market. If you pay any attention to the real estate industry, you’ll know that most areas in the nation are favoring home sellers, rather than buyers, at […]
Client FAQ: Is NOW a good time to invest in the stock market?
As of the writing of this blog post, the stock market is on an upward trajectory. It’s been robust lately and has seen some all-time highs this year (but to […]
Beyond Salary: Choosing between job offers
If you’re searching for a new job, chances are you’ve spent a lot of time on the front-end preparation. You’ve polished your résumé, researched job postings, applied and applied, attended […]
What are the risks of buying “too much home?”
The historically low interest rates that we’ve seen for the past decade have done something unusual—and potentially dangerous—to those shopping for a home. The low rates have given people a […]