Money- 10 Facts to Impress your Friends
I want Money, Lots and Lots of Money. Calloway – I Want to Be Rich classic. (this will be stuck in your head all day, sorry) Money Matters, but Does it? As a Certified Financial Planner, I must admit to […]
investing
Invest Extra Cash or Pay off 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. As always, you can consult with me to […]
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 […]
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 […]
Why I own Life Insurance
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 […]
