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 […]
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, […]
Should You Consider a Side Hustle? (Pros and Cons)
The concept of a side hustle has gained tremendous popularity in recent years, with more and more people seeking additional income—or pursuing their passions—outside of their main jobs. This can […]