Tip the Scales
When I meet with young people I have to spend time explaining to them that while their net worth is low or even non-existent today their ability to earn is priceless. PRICELESS! Overtime that will change. As they get older […]
money
What’s The Best Way to Handle a Financial Windfall?
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. What’s the Best Way to Handle a […]
6 Financial Planning Steps You Need to Take Today
The financial planning process is a logical, six-step procedure: (1) determine your current financial situation. (2) develop financial goals. (3) identify alternative courses of action. (4) evaluate alternatives. (5) create and implement a financial action plan. (6) reevaluate and revise […]
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 […]
“Budgeting Stinks!”said by a Financial Planner
One of the biggest misconceptions there is about financial planning is that budgeting is one of the only ways to reach financial success. When working with a financial planner, people immediately think this is the first step in their financial […]
