After working for several decades, it’s nearly impossible to completely put on the brakes. If you’re used to staying active, working on projects, and keeping both your brain and your […]
Chilly weather, comforting financial news
In the northern U.S., it’s getting cold. We’ve officially left the time of shorts and t-shirts behind us and have moved on to wool sweaters and boots. Not everything […]
How do you define happiness?
How do you define happiness? It’s a question that sounds simple, but once you start thinking about it, it gets complex quickly. Do people around you give you happiness? Do […]
Nervous About Investing in the Market? You Don’t Have To Be.
There are MANY ways to invest your money, some more risky than others. You could sock your spare cash into a savings account or CD. You could become part of […]
The Most Powerful 5-Letter Word?
When you’ve worked as a financial advisor for as long as I have, you develop a deep understanding of the importance of TRUST. Trust shouldn’t just be a vague idea, […]
You’re going to spend HOW MUCH on food during retirement??
If you’re like most Americans, you don’t spend a ton of time thinking about retirement. It will take care of itself, right? You’re not planning to buy a condo in Fiji […]
Cheer up! There’s SO Much Good in the World
If you believed everything you read in the newspapers and online, you’d think that the end of the world is tomorrow and we’re all doomed. Rarely do we hear good […]
17 Tiny (Low-Cost!) Ways to Brighten Your Holidays
Budget-conscious folks get anxious during the holidays. So much pressure to spend! Or entertain. Or take expensive trips. It’s a shame that all the expectations of the holiday season can […]
8 Ways to Cut Spending (AND Maintain Your Lifestyle!)
If you’ve read past blog posts, you know I’m a big believer in creating sustainable savings. It’s absolutely vital to build up an emergency fund, as well as invest in […]
Client FAQ: It’s a seller’s market! Should I sell my home?
It’s a seller’s market. If you pay any attention to the real estate industry, you’ll know that most areas in the nation are favoring home sellers, rather than buyers, at […]