You’re financially prepared for retirement, but is your MARRIAGE prepared for retirement? As a financial advisor who specializes in retirement planning, over …
You’ve worked hard to save money, but now you’re finding it really hard to SPEND it. I get it. But in case …
One of the benefits of being a financial advisor is that you never have to shop for a financial advisor! But it …
I get it. The stock market can feel terrifying. ESPECIALLY if you don’t feel confident in your financial advisor. Are they really …
Bank Failures The headlines are abuzz. Silicon Valley Bank failed. Signature Bank failed. The tone of the media makes us think that …
As soon as I answered the phone I knew something was wrong. It was the emotion: the defeat, the exhaustion, and the …
“Credit monitoring” does just as it’s name suggests: it monitors your credit. It alerts you when new accounts have been opened or …
We typically think of money and finances as black and white, facts and figures… math. But the truth is there is no …
The financial industry is well acquainted with two fundamental attributes: fear and greed. We see them play out everyday. Fear leads to …
How much are you paying your advisor? For many people, their investment fees are one of their biggest budget items. And yet, …