Thursday, February 13, 2020
When I tell people I’m a financial planner, one of the more common follow up questions I get is . . .What does a financial planner actually do? Fair question! Over the next few months, I’m going to introduce you to 4...
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Tuesday, July 2, 2019
What’s the best life insurance to buy? Ask that in a room full of financial advisors, grab some popcorn and enjoy the show. To boil that down further start with the question, “Should I own permanent or term?”...
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Friday, March 29, 2019
Junk drawers, we all have them and it doesn’t matter what stage of life you’re in: “Honey, have you seen the toe nail clippers?” CHECK THE JUNK DRAWER! “Where is the extra deck of cards for...
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Thursday, February 28, 2019
As we roll through February a large number of individuals are starting their first job. They sit down with their Office Manager or Head of HR, get a huge packet of stuff to sign and head on their way. Often, buried in that packet are...
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Thursday, January 31, 2019
As we enter the end of January many folks are just getting around to opening their 4th quarter statements. In most of those cases I wouldn’t expect smiles on many faces. The 4th quarter of 2018 saw what was once an S&P 500 in...
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