Infamous Financial Quotes
Throughout my career, I have worked with all types of people and have heard some crazy things about money. Below is a short list of some of the most common things I have heard, and my responses. Have you said […]
retirement
Should I buy Term or Cash Value Life Insurance?
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 buy term or cash […]
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 […]
Ending 2016 Strong!
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 […]
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 […]
