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 […]
Wealth Goes Beyond Money
The old saying, “Money can’t buy happiness” is much too simplified and not necessarily true. Money is an essential component of stability, and stability does help to create happiness by […]
5 Ways to Cut Spending (and Overconsumption)
Today, it is more tempting than ever to spend our hard-earned dollars. We are bombarded with advertisements on social media and TV. We see influencers touting the latest gadget, outfit, […]
Hope for the Holidays
We’ve reached the end of another year, and what a year it has been! Although 2023 wasn’t a perfect year (what year is?), it contained many positive events, innovations, people, […]