Technology has been a game-changer in the finance world. In some ways, it has helped tremendously—simplifying investing, making financial accounts more accessible, speeding up money transfers—but in other ways it […]
The Harvest Season and Planting Financial Seeds
This time of year is associated with the harvest in the Midwest. Traditionally, most of the crops would have already been reaped and the farming families would be stocked up […]
Hidden Back to School Expenses to Add To Your Budget
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 […]
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 […]
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, […]
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 […]