financial planning

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year […]

You deserve that 2nd piece of candy tonight. Eat it.   Do it. I will and I am a guy that goes to the gym every day, eats healthy and plays mens league hockey.   So eating that candy might be […]

  I meet with prospective clients and  current clients regularly.  I talk financial planning all day, every day.  I love what I do and am very fortunate that it pays the bills.   But no matter which type of person I […]

  The first thing I do with a new client is discuss their goals and objectives.  I do my best to pull out  their dreams about the future.  My goal is to understand what they want and more importantly have […]

    We’re heading into the last month of the summer. It’s gone by fast, hasn’t it? Finding the time to pack all the activities and trips we long for in the summer into our already busy schedules is challenging. […]