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 […]
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 […]
Budgeting for Fall: 4 Considerations
Each season comes with its own set of joys and difficulties, and fall is no different. Kids may (or may not) be excited for the school year. We may (or […]