No, it’s not a budget. It’s not a checking account. It’s not a 401(k). Those are all good tools, but what I’m talking about is something most people have never heard of and is incredibly vital to protecting yourself from identity theft. It’s also an instrumental part of a good estate plan. It’s called a… Read More
5 Lessons Kindergarten Teaches You About Money
Although I have long since forgotten much of the information I learned during my early educational years, kindergarten is the exception. I can honestly say that there are lessons many people learn in kindergarten that, if followed, will help you make wise decisions about your money for the rest of your life. Below are 5… Read More
87 Ways a Financial Advisor Can Help You
Like most folks, when I meet people for the first time, a question that typically comes up is, “So, what do you do for a living?” In my case, I’m a financial advisor and most people already have an idea of what a financial advisor does for their clients. But most people are dead wrong,… Read More
Why You Need a Financial Advisor
Most people hire a plumber to help them with plumbing issues, a lawyer to help them with legal issues, and a doctor to help them with medical issues. So, why don’t more people turn to a financial advisor for financial help? I think it’s mainly because of two reasons and in this two part series… Read More
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