Apr 25, 20214 minLife Insurance 101The reality is many families do not have enough life insurance protection. Research shows that 1 in 4 people have more insurance on their...
Mar 1, 20212 minWhat is the Role of a Financial Planner?A financial plan is a map of where you are trying to go. It encompasses where you are today, your goals, resources, and your desired...
Mar 1, 20213 minReal Financial Planning - Living in AlignmentReal financial planning is the process of aligning your money with your life. In this month’s article, I will show you how your values...
Mar 1, 20213 minFinancial Planning in an Uncertain WorldIn an uncertain world with layoffs, shaky markets, and a global pandemic, what role does financial planning play? Financial planning is...
Mar 1, 20214 minHow to use the Stock Market as a ToolWhat if I told you what happens today in the market has no impact on your goals? Would it change the way you invest and think about the...
Mar 1, 20215 minHow to Build WealthSo, how do you build wealth? Contrary to what you may have heard, picking the best stocks and market timing really does not work. In this...
Mar 1, 20214 min A Few Truths About Financial Planning A good definition of financial planning is maximizing your financial resources to live your best life. Financial planning is a dynamic...
Mar 1, 20215 minAre You Really Ready To Be A Homeowner? Thinking about becoming a homeowner? Buying a home is a major financial decision. It is one that evokes many positive emotions, such as...
Mar 1, 20215 minAn Intro to Behavioral Finance Between 1997 and 2016 the S&P 500 had an average annual performance of 7.68% yet the average performance of an equity investor during...
Mar 1, 20214 minGuide to Hiring a Financial PlannerWhile there are multiple guides online on how to find a qualified financial planner, here are a few steps I’d personally follow when...
Mar 1, 20214 min5 Financial Planning Strategies for Millennials Real financial planning for millennials is a bit more extensive than just contributing to your 401(k) and investing in low-cost index...
Mar 1, 20213 min What is Financial Planning?Whether you're starting a family, building a business, or looking to make the most out of your financial resources, a financial planner...