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 […]

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, […]

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, […]

6 Unexpected Challenges of Early Retirement

Early retirement is undeniably an appealing prospect for many people. There are those who dream of relaxing, spending more time with their kids/grandkids, engaging in a meaningful hobby, or doing […]

5 Smart Uses for Your End-of-Year Bonus

For many people, the end of the year is a time for annual bonuses. That little bump in pay is always exciting, and it can prompt daydreams about vacations, a […]

4 Reasons to Talk Finances with Family

You’ve probably heard something along the lines of “If you want to get along with others, don’t talk about politics or religion.” For most people, a third topic could be […]

5 Scarily Easy Ways to Accumulate Debt

It’s officially “spooky season,” but there are scarier things than goblins, ghouls, and vampires. As a financial advisor, one of the truly frightening things I encounter is people in tough […]