The holiday season is upon us, a time when we’re supposed to be filled with joy, gratitude, and a spirit of generosity. Yet for many, the holidays can be a […]
Knowing When to Hire Good Help
As a financial advisor, I often work with clients who are trying to balance their time, talents, and resources. The truth is, you can’t do it all (and if you […]
Why Good Financial Planning Has Nothing to Do with Elections
As a financial advisor, I am well aware that individual investors can become anxious during election years. They wonder about their investments and financial plans, and if the election will […]
The Case for Taking a Break
I share something in common with many of my financial advisory clients: I tend to burn the candle at both ends and keep busy, sometimes to the point of exhaustion. […]
The Sandwich Generation (Caring for Children AND Parents)
As a financial advisor, I’ve had countless conversations with middle-aged clients who are finding themselves in a challenging position—caring for both their children and their aging parents. This “sandwich generation” […]
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. […]
It’s Okay to “Live Small”
If you turn on the news, pull up social media, or listen to the radio or a podcast, you’re sucked into a larger world. While this can be fun and […]
Celebrating What You Have
Part of the great American dream is to always strive for more—more money, success, personal possessions, happiness. While I appreciate this dream in some ways (ambition and motivation can certainly […]
Preparing for Life After Work (4 Ways)
For many people, work is an integral part of life. It can be part of your identity, a basis for small talk (“What do you do?”), a source pride, and […]
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 […]