Let's talk about your financial behavior and why it matters. When I work with clients, we focus on what you can control vs. what you can't control. You can't control what the markets will do this month, this year, or even tomorrow! Here's what you can control:
Read MoreIf you are part of a family with young kids, I bet your life is crazy busy. I get it. But in between carpooling, sports practices, daycare, sick kids, demanding jobs, and everything else, there are six critical steps you need to make sure you have taken care of to put your family on a path to financial success.
Read MoreIn honor of “529 Day" (May 29th), today’s blog post will cover the basics of what you need to know about saving for college with a 529 plan.
Read MoreThe stock market is now in its 9th year of a bull run that started in March of 2009. Despite recent volatility, the S&P 500 is up over 13% in the last 12 months. Annualized returns over that time period are over 10% per year.
Read MoreHow's that for an attention-getting title? The tips I share in this post are all pretty simple and basic, but I’ve seen them transform the lives of my clients because it fundamentally changes the way they think about spending and saving.
Read MoreHere's the thing about being a financial planner -- most people don't really understand what it is I do. Some think I’m a simply give financial advice. Some think I just invest people's money. Some people think I’m a retirement or college funding specialist. The truth is, I do ALL of those things.
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