Helping pave the way towards financial freedom
When we need to make big financial decisions in life, most people look for a source of expertise and guidance to help make the best-educated decisions. This is often times where professional advisors, like myself, are called in to play. The situations vary greatly of course, as does the type and quantity of the advice…
Finance is a male-dominated industry. According to Cerulli research, only 16% of financial advisors in the US are female. There have been initiatives to change this but currently, this is fact. It’s no wonder then, that women may feel out of place when they walk into a financial planner’s office. Plus the topic of money…
It is always exciting to know that we are going to be bringing a new member into the family. The joy and excitement that come with the knowledge of a new pregnancy never fail to get us jumping off their couch to start choosing the paint colors for the new-born’s nursery. I should know, I…
Many people reading this may be fortunate enough to have a retirement account established for them through their employer. But for small business owners, like myself, we have to create our own ways to save for retirement. I am always surprised to see that many small businesses don’t fully evaluate their options, and if anything,…
Here are some things that I read recently that I wanted to share my thoughts on: Essentialism (Book Summary) (Sloww.com, by Kyle Kowalski) I just finished the audiobook titled Essentialism, authored by Greg McKeown. I recommend it to anyone who wants to get a better grip on their time and is looking to simplify things in their…
Here are some things that I read recently that I wanted to share my thoughts on: Why advisors end client relationships (Financial-Planning.com, by Amanda Schiavo) Many articles are written about how consumers can choose financial advisors, as well as reasons to search for a new advisor. Not as frequently discussed – the other side of the…
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Is America Ready for a “No-Lose Lottery” (Freakonomics Radio, by Stephen Dubner) Sometimes when I listen to a podcast, I am so blown away by an idea that I can’t get it out of my mind. This…
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Tax Changes Are Coming Next Year, but You Can Plan for Them Now (NY Times, by Paul Sullivan) Since this will be one of the last posts of the calendar year, I thought I would mention a…
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Show Clients Their Spending Habits (Financial Advisor Magazine, by Mitch Anthony) I learned an interesting way to have the “budgeting” conversation with clients. Honestly, not many clients enjoy having the “budgeting” conversation at all…but I learned…
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: It Was 30 Years Ago This Week… (Zacks, by Mark Vickery) I remember where I was 30 years ago this week. Although I was just a teenager, I recall being with my dad (a high school math…