One of the pillars of Self-Wealth is Hope. Hope is a force that drives us, gives us reasons to get up and get moving in the morning, and helps provide […]
Why Trying to Beat the Market is Unwise
Whenever I hear of someone attempting day trading to “make some extra money,” I can’t help but shake my head at the riskiness of this decision and the almost certain […]
How Online “Noise” Affects Us
Not so long ago, the world was a lot quieter. Before the internet and social media, we were more present and more in tune with our surroundings. We were not […]
6 Ways to Protect Your Online Financial Information
Today, cyber attacks are becoming increasingly common. In 2022, the FBI received 800,944 complaints related to internet crime, and it is predicted that the cost of those breaches is well […]
Why Good Financial Planning Has Nothing to Do with Elections
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 […]
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 […]
A Current Guide to Improving Your Credit Score
With high inflation rates AND relatively high interest for loans, it is more important than ever to have good credit. A high credit score (typically anything above 670) can get […]
5 Ways College-Aged Young People Can Save Money
For many people, college is a daunting prospect. In addition to being academically challenging, it can also put a strain on students’ (and families’) personal finances. Between 1980 and 2022, […]
5 Scarily Easy Ways to Accumulate Debt
It’s officially “spooky season,” but there are scarier things than goblins, ghouls, and vampires. As a financial advisor, one of the truly frightening things I encounter is people in tough […]
Preparing Financially for a Longer Life
The great news is, people (in general) are living longer, healthier lives. The bad news is, those long lives require a good deal of long-term planning, and many of us […]