Find it Hard to Save Money? You’re Not The Only One
Why is it so hard to save money? It’s pretty hard for most people. I have a few theories. Instead, let me start with a dream I had once. I distinctly remember owning a bank. It’s not a modern bank,... Read More →
How My Christmas Will Be Debt Free
This summer before Labor Day, I saw plenty of Halloween stuff out in the stores. No big deal right? Then I saw Christmas Trees displayed before Thanksgiving. Wow. This morning I heard Christmas music on the radio and we are... Read More →
4 Forgotten Fall Financial Tips
Fall is my favorite time of the year! I love the weather and the change of seasons. Fall also is a busy time for me as a financial advisor. I have to prepare year-end reviews for clients, get required distributions... Read More →
4 Whopper Credit Card Mistakes To Avoid
Debt sucks. Credit card debt really sucks. I’ve seen some unbelievable balances over the years. Besides racking up huge balances on your cards, and living like you’re Ritchie Rich, there are several whopper mistakes you will want to avoid. What... Read More →
Will This 4th of July Be Your Financial Independence Day?
Now that the 4th of July is upon us, it may be time to think about our own financial independence! There will be no fireworks and no picnics, just some hard work to reach your own financial independence. I promise... Read More →
Life Insurance, Who Needs It?
Who really needs life insurance anyway? That’s a great question. Many people are “sold” life insurance every year. Some need it, some don’t. More often than not, it’s probably the wrong amount. My suggestion is to do some financial planning... Read More →
Chaotic, Hectic Life? Get A Plan
“I can’t do financial planning. I have too many things up in the air!” “There’s no way I can even think of financial planning, I have too many irons in the fire!” “I have to wait until”… (insert your own... Read More →
3 Super Simple Money Tips for Married Couples
June is wedding season! Countless couples take to the alter, say their vows and look forward to their futures together. Futures that will include smart decisions about, you guessed it, money. It’s also the number one thing couples fight about.... Read More →
Mobilligy Review: The Best Bill Paying App I’ve Tried
I love finding a really useful app for my iPhone. You might think I have tons of cool stock market and financial apps loaded up. Not the case. I tend to be more of a minimalist when it comes to my... Read More →
Understanding Mortgage Options
With mortgage interest rates super low over the past few years, perspective homeowners have rushed to get financing. Since the Credit Crisis in 2008, it’s been lenders have made it more difficult to get a loan. If you are in... Read More →