Over the course of the last few years, AI technology has grown exponentially and has completely dominated the tech world. If you’re using any piece of technology today, chances are […]
5 Everyday Money-Saving Tips
With the beginning of the new year, many people are thinking about a fresh start—and that can apply to finances. Starting out the year on the right foot can set […]
Financial Security: Moving From Reactive to Proactive
Many of us take life as it comes, rolling with each punch. While that can work well in some cases (and it’s certainly not a bad thing to be adaptable), […]
One Crucial Reason to Hire a Financial Advisor
As a financial advisor, you may be surprised to hear me say that not everyone needs to hire a professional financial planner. In some instances, individuals (especially those with straightforward […]
6 Ways to Protect Your Online Financial Information
Today, cyber attacks are becoming increasingly common. In 2022, the FBI received 800,944 complaints related to internet crime, and it is predicted that the cost of those breaches is well […]
Emotions & Investing Do Not Mix
A major part of being a responsible and prudent investor involves ignoring your emotions and kneejerk reactions, and turning to logic and evidence to guide you. With our interconnectedness, all-consuming […]
When Disaster Strikes (Finances and Natural Disasters)
Though human beings are incredibly inventive and have come up with all kinds of innovations over the centuries (or even the past ten years), they have yet to control mother […]
Leave Fads to TikTok…Not Finances
It seems that every week, there is a new fad on social media—a viral dance, a new challenge, some kind of silly trend. Most (though not all) are harmless, and […]
The Case for Making Fewer Financial Decisions
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 […]
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 […]