This is a challenging time for us all. There’s misinformation everywhere and the news and government responses are changing so fast that it can be too much to keep up with. If you’re struggling to navigate your finances since being impacted by covid-19,...
News continues to move quickly regarding covid-19, and it feels like so many things are out of our control. However, now is not the time to be making drastic changes to your investments without a professional. I understand the fear of seeing wild swings in the stock...
Whether it’s saving for travel, building a nest egg to start your own venture, or saving enough for a comfortable retirement, chances are, you’ve got a few financial goals weighing on your mind. I know because most of my clients come to me with competing priorities...
Home buying is an emotionally loaded decision. The irony of it is, people often spend far more time planning vacations than they do on the decision process for choosing a home. It’s so tempting for this major life decision to be fully based in feelings, not...
The work environment that our parents and grandparents once knew does not really exist anymore. The economy is ever-changing, and the Internet Age has seen rapid developments that have revolutionized the way we experience work. The nature of our work will continue to...
Most financial advisors will tell you a variation of the same principle: in order to be financially successful, you need to make your money work for you. It sounds simple enough, but many people continue to chase money, working hard for every last dime, and then get...
What happens if achieving your goals didn’t make you happy?
Everybody talks about working hard to achieve goals. But what happens when you get there and it’s not all it was cracked up to be? I created this 6-part video series and guidebook to help you explore what's next.
