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 […]
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. How can I correct errors on my […]
People ask me all the time, “Jared, how much money should I be saving?” While that number is different for everyone, in the perfect world I would recommend a minimum of 25% of your income to cover all of your […]
Life Insurance No one Likes To Talk About It The wrong conversation is what kind, The right conversation is WHY you need it… This short post is why I want it/need it/have it. I am 35 years old, married […]
First, let’s get through the basics. What is a Traditional IRA? -A traditional IRA is a personal savings plan that offers tax benefits to encourage retirement savings. Almost anyone can set up a traditional IRA. The only requirements are that you must […]
