I’m a financial planner so saving is something I can get obsessed with. I love the end of the year because I do tax planning for myself to figure out what my taxes will look like and I play with different scenarios for how much to put in my solo 401k. I’m a geek...
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...
We all have a struggle going on in our brains for energy, resources and time. We have our current self needs (like fun, food, and shelter) and we have the future self needs (such as fulfillment, big dreams and eventually retirement). It can be difficult to strike a...
