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…
If you tend to put off doing your taxes, you’re not the only one. In fact, as many as 33% of Americans wait until the last minute to file their taxes. But just because it’s a common habit doesn’t mean it’s a good one to have. Doing your taxes well before the deadline can allow you to…
Familiar with do-it-yourself investing? Many people think they know best when it comes to managing their own investments. And in some cases, they do, especially when they’re financially literate and market savvy. However, that doesn’t mean one should set sail on the financial seas alone. Yes, investing is simple, but it’s not easy. Hiring an…
If you’re behind on your retirement savings, you are far from alone. As of 2019, nearly two-thirds of Americans in their 40s had less than $100,000 saved for retirement. Likewise, more than half of Americans in their 50s still had less than $100,000 in retirement accounts. Maybe you’re a lifelong procrastinator. Or maybe you’ve been planning to buckle…
Do you know you could benefit from financial advice, but not sure how to find the right financial advisor? If so, you’re not alone. There are many types of financial advisors out there – some who specialize solely in investment management, others who sell proprietary products like annuities and life insurance, and still others who…
Whether it’s your first time or you’re a pro; buying a new home is a huge financial undertaking. The impact a new mortgage can have on your personal financial plan and monthly budget shouldn’t go unchecked. Making sure your new home is both affordable and feasible are important to your long-term financial health. We are…