It’s a seller’s market. If you pay any attention to the real estate industry, you’ll know that most areas in the nation are favoring home sellers, rather than buyers, at […]
Client FAQ: Is NOW a good time to invest in the stock market?
As of the writing of this blog post, the stock market is on an upward trajectory. It’s been robust lately and has seen some all-time highs this year (but to […]
6 Alternatives to Pulling from Your Retirement Fund
My last post addressed the dangers of pulling from your retirement fund before reaching the prescribed retirement age (typically 59 ½). In short, withdrawing from a 401(k) can be a […]
The dangers of pulling from your retirement fund
Not much causes my heart to race like when one of my clients asks me about pulling money from their retirement fund. Even though it seems like a simple endeavor […]
How strong is your safety net?
Life happens. Unexpected incidents, whether good or bad, can arise at any time and put our finances to the test. Maybe your company is struggling and you get laid off. […]
Play Vs. Savings: What will you do with your tax refund?
It’s tax season. For some folks, that means a significant refund is heading their way. When we find ourselves with a little extra cash on hand, it’s tempting to spend […]
Rethink Your Emergency Fund
Unfortunately, many people seek guidance from a financial planner when they are struck by a crisis. Maybe their home has been damaged by a storm or they just accumulated some […]
Reflecting on Finances
In my last blog post, I focused on looking at restructuring your finances as an opportunity instead of a burden. This week, I’m going to discuss a very important first […]
Self-Wealth and the Enlightenment Stage
For the past few blog posts, I’ve discussed the concept of Self-Wealth and how to achieve it through financial security, purpose, and hope. But, what happens once you’ve arrived? If […]
Self-Wealth and SECURITY
Self-Wealth means having a purpose, financial security, and hope for the future. In my last blog post, I discussed purpose and how it fits into your personal Self-Wealth. Purpose is […]