Financial Tips For Newlyweds (Blog + Video)

Congratulations! You’re engaged or maybe just married and you’re not sure how to handle the financial aspect of marriage. Here are some tips to make the process easier

Planning In Times of Volatility

As of writing this, the stock market is down about 10-20% depending on the index you’re looking at. Unfortunately this happens from time to time when investing and we have little control over it. Fortunately though, we do have control over many aspects of our lives outside of the stock market. In fact, when faced […]

3 Reasons For a Financial Planning Policy Statement

Making financial decisions can be downright tough, complex, and can make us feel very emotional. Even a single decision could have an impact on multiple parts of your life. There are lots of moving parts and it seems like every decision in personal finance has a different answer depending on who you talk to. Even […]

5 Team Members Consultants Need For Financial Success

Jeff Bezos, Elon Musk, Bill Gates – What do they all have in common? Well, besides being the wealthiest individuals on earth, they have large teams around them. They understand the importance of leveraging their time to create financial success. Using billionaires as an example is not always my favorite way to drive home a […]

7 Quick Financial Tips For Consultants

It’s easy to forget the basics. At times, we get so caught up in work, family, friends, and anything life throws at us that we overlook basic planning items. These financial tips are created specifically for consultants and the busy lives they live. Here’s the list: 1. Insurance Evaluation When’s the last time you spoke […]

Home Buying – Planning for Your First Big Purchase

Owning your own home isn’t just about creating your dream of personal space – it’s one of your largest investments and can be the foundation of your financial security.  Home buying has accelerated during COVID as more households are looking to leave the city for more suburban, rural, or smaller city living. From saving for […]

The Power of the HSA

According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2021 may need approximately $300,000 saved (after tax) to cover health care expenses in retirement. This is a significant amount to plan for in retirement. Thankfully, our tax code allows us to contribute to one of my favorite account […]

Great Questions To Ask When Interviewing A Financial Advisor

You’ve decided it’s time to think about hiring a financial advisor. What do you ask to make sure they’re the right fit? Interviewing a financial advisor can be a tough endeavor. When you hire a financial advisor, you are entering into a long-term relationship with a person who will know almost everything about your financial […]

Should I Pay Off My Mortgage?

Most of the content I’m inspired to write comes from the conversations I’ve had with current and prospective clients. Whether or not they should pay off their mortgage balance is one of the most popular questions I’ve received over the past few months. I’ve learned over the years that we tend to make decisions that […]