Do you ever feel like you have to choose between short-term and long-term financial goals? It can be challenging to save for college for the kids or grandkids, that new roof you’ll need in the next few years, and the legacy you intend to leave. Fortunately, I can help with that. As a specialist in…
Welcome to the world where balancing career, family, and finances feels like spinning multiple plates at once. Often, major financial decisions may be made in haste or not at all, but postponing only puts your financial goals further out of reach. In the fast-paced routine of modern life, the task of harmonizing our work responsibilities,…
Election year is here again, and so are many accompanying questions. I am here to debunk some myths and shed some light on what history can teach us. During election years, it’s natural for investors to look for a connection between who wins the White House and which way stocks will go, especially given how…
I often hear from new clients that have started working with me that they “wished they would have started this process sooner.” Working with a financial advisor is one of the most significant decisions you’ll make in your financial life, and studies have shown that investors who work with an advisor are generally more confident…
We seek out second opinions in life for just about everything we do – whether we’re making a large purchase, hiring a professional for an upcoming project, or on a more serious note, a medical diagnosis and procedure. But what about inside our own financial lives? When should you seek out a second opinion on…
We work with busy corporate professionals and business owners to help them
As I think back on the many conversations that we’ve had this year, here are the Top 3 concerns you’ve shared with me this year: • I’ll never make up what’s been lost in the market. How long it will take me to make it back? • How will the political landscape affect the markets? • I…
Should we stop our contributions until the market gets better?
If you’ve ever been on the hunt for a financial advisor, you’ve probably seen the “10 Questions to ask a Financial Advisor.” We’ve all pushed content about it and they’re nearly all identical in substance. Questions such as: “Are you a Fiduciary” “What are your fees” “Qualifications and Experience?” “Are you a CFP® (usually followed…
The possibility of unforeseen financial risks keeps many of us up at night. If you’ve ever been dealt a financial curveball—or you simply live in fear of one—you may be looking for some guidance on how to best prepare for the future or get yourself back on track. The truth is, curveballs will always be…