When you hear the words financial planning, what do you think of? Probably some form of high level investing and portfolio management. And while this is an aspect of... Read More
We spend a huge portion of our careers and saving efforts preparing for when we leave our jobs behind and take the leap into retirement. There’s always a worry... Read More
Should you pay off your mortgage ahead to schedule? Or save and invest instead? Here's what to consider before changing your plan. Read More
Imagine you hit the ripe old age of 40, quit your job, and begin the next chapter in life. Plus, you never have to earn a paycheck again—no commute,... Read More
One of my favorite aspects of working with a new financial planning client is seeing how the person handles their money, and that goes doubly so for a married... Read More
Ways to Show Your High School Student You Love Them This Valentine’s Day Your kids might be past the “teddy bear and candy hearts” phase for Valentine’s Day... Read More
Whether you have more money than you need, or are struggling each month to get by, recognizing the stress money plays in our lives is the first step to... Read More
1. Don’t ever miss a payment The easiest way to do this is to setup automatic payments or payment reminders through your bank or credit card. 2. Pay down... Read More
Avoid Holiday Stress With a Smart Giving Strategy 1.) Holiday budget. Start with your budget for holiday spending, and then come up with a list of people. It’s... Read More
One of the exercises I do with all my clients is to have them imagine what their lives look like five or ten years from now, and how that... Read More
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