Give Your Retirement Plan an Annual Checkup I typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan yet in 2016, the end of the year […]
Financial Life I found that there are a lot of financial planners out there who are giving advice but not letting you look into their financial world. How do you know if they practice what they preach? Wouldn’t you […]
Throughout my career, I have worked with all types of people and have heard some crazy things about money. Below is a short list of some of the most common things I have heard, and my responses. Have you said […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What’s the difference between growth investing […]
As a CERTIFIED FINANCIAL PLANNER®, people treat me as a friend, a confidant, a therapist, a coach, a quarterback and a guide. Some of my clients were very successful in business and are now living off their wealth. Some are […]
