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 […]
Estate Planning: One of the Greatest Gifts
It is never easy to cope with a loved one’s passing. Emotions are high, and people may act differently than usual due to their uncertainty and grief. Although this is […]
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. […]
Celebrating Five Years!
Five years ago, I made the terrifying but important decision to strike out on my own as a financial advisor. I had 30 years of experience under my belt, but […]
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 […]
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 […]