Pay Down Debt vs. Save and Invest (Video)
Are you deciding between paying down debt vs. saving and investing? There are a few items to think about. Found out here!
Financially Dealing With Death (Video)
Have you lost a loved one recently? Dealing with death is never easy and requires some planning to be done. I hope this helps you with this tough time in you life.
Financially Preparing For Your New Child (Video)
Did you just have your first child? Or second? third? Fourth!? Either way, let’s discuss some high level financial tips and strategies to think about now that your new child is here!
Negotiating Your Salary or New Comp Package (Video)
Are you interviewing for a new position? Or maybe you’re asking for a raise and want a new comp package? Let’s go over some ways to strategize and prepare for the upcoming negotiations. Enjoy!
Stick To Your Investing Principles
Red. Lot’s of red. Every day the market is open the past few months have been filled with red numbers, down arrows, pessimism, and negativity. Feeling emotional about our investments in times like these is completely normal. You’ve worked hard for your money and to see it all trend downward is frustrating. And although frustrating, […]
Questions You Should NOT Ask (Or At Least Be Aware of) When Interviewing A Financial Advisor
This is a follow up to my other blog post on “Great Questions To Ask When Interviewing A Financial Advisor”. While asking the great questions are important, you should also be aware of questions where advisors can bend the truth to the answers. That’s not to say some advisors are straight up lying, but more […]
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 […]
Why I Became A Financial Advisor
I grew up not knowing much about money at all. It was always a taboo topic that I never thought to bring up to either of my parents and was never discussed directly with me. Neither of my parents worked with a financial planner so I never thought needing one was necessary. I went into adulthood […]
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 […]
