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 […]
Welcoming Change (in the New Year)
For many people, change is scary. It represents a step into the unknown, or a departure from norms and routines. Change might make us feel uncomfortable, uncertain, frustrated, or even […]
Kindness, Finances, and the Holiday Season
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 […]
For My Clients, This is Just Another Year
Election? What election? Presidential election years are often a tense time for investors and, by extension, financial advisors. We don’t know who the new president will be or how that […]
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 […]
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 […]
Dream Big (Why Not?)
When we were young, it seemed to take forever for things to happen. We would wait and wait for Christmas to come around, or for our birthdays to arrive. We […]