Infamous Financial Quotes
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 […]
Investing Intelligence
value vs growth
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 […]
3 Financial Strategies to Avoid at All Cost
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 […]
Spouse’s Debt
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. Am I liable for my spouse’s debts? […]
IRA Rollover -FAQ
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. Can I roll a retirement plan distribution […]
