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
Fix Your Finances With This Free Annual Checklist
To make sure you stay on good financial footing, there are a few things you should do each year, regardless of your age or stage of life. With that in mind, I recently put together a short checklist of 5 basic things you can do each year to help keep your financial house in order.… Read More
14 Financial New Year’s Resolutions for 2014
It’s that time of year when people start listing resolutions for the coming months: things they’d like to do, habits they’d like to break, and goals they want to accomplish. So, in the spirit of the ever so popular tradition that is the New Year’s resolution, here are 14 New Year’s resolutions for your finances… Read More