It’s the New Year! It’s the time of the “clean slate.” This is when we can mentally start over and vow to make better, healthier decisions in our lives. Many […]
The Season of Giving Back
Happy holidays! This is a special time of year. A time for reflection and renewal. A time to enjoy the company of family and friends. If you’re a regular reader […]
Why are you staying in your “bad job?”
Since I am a financial planner, it might surprise you to hear that I DON’T think money is everything. Yes, it’s important and financial freedom is one of the three […]
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 […]
Tracking Your Spending
One of the most important things you can do to improve your personal financial habits is to track your spending. If you’re considering a financial overhaul (as I discussed in […]
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 […]
Worried You Have To Rethink Your Financial Plan?
I talk to numerous people who are concerned about where they are headed, financially. They might have experienced a life change; or they might simply be frustrated that they’re not […]
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 […]