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 […]
Innovation is Key to Success
During my years as a financial advisor, I’ve seen firsthand how the ability to innovate and adapt can make all the difference, especially during times of crisis and unexpected events. […]
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 […]
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 […]
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 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, […]
Should You Consider a Side Hustle? (Pros and Cons)
The concept of a side hustle has gained tremendous popularity in recent years, with more and more people seeking additional income—or pursuing their passions—outside of their main jobs. This can […]
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 […]