ARE YOU ENDING 2016 HEALTHY, WEALTHY, AND WISE? Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 […]
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 […]
