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. Should I Invest in Mutual Funds or […]
What Is Risky to You? In financial planning, not saving enough money to accomplish your goals is the biggest risk you can take. Thinking that things will just work out and money will fall like manna from heaven is not […]
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. Are Savings Bonds a Good Way to […]
Financial Markets Are Complex Financial markets are extremely complex and I find that when markets are positive for an extended period of time, we have a tendency to take more risk and gain a sense of overconfidence. This point was […]
As a CERTIFIED FINANCIAL PLANNER® I talk to clients regularly about the importance of living below their means. I understand that on the surface it sounds easy but in reality for some its very difficult. Either they don’t make enough […]
