You’ve painted a picture in your head of what your life would be like if you accomplished a certain financial goal, haven’t you? You keep saying, “If I could just [fill in the blank] then things will be different.” You’ve seen other people do it and you know it’s possible. But how confident are you that you have the best plan to get you there? Before wasting any more time or effort, you need
Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m
Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals throughout the year?Financial tips for every monthFor many people, checking off items on a long list of to-dos brings a great sense of satisfaction. To help
As we made our way through 2019, signs of softening economic conditions became increasingly apparent, even while consumer confidence remained high and job growth came in better than expected. Now, as we look ahead to a new year, the path is somewhat unclear. Will the economy continue in slow-growth mode? Or will we see the recession many media and industry pundits have warned about?
2019 has been a great year for U.S. financial markets but there's an underlying sense that investors are beginning to do a gut check over recent and rising risks in the economy, political landscape, and financial markets. Everyone's wondering, "What's next for stocks and bonds?" The last few months of 2019 have reminded us that markets can still be rewarding. But in late-2018, we were all worried
Now is the PERFECT time to take control of your finances! Are you feeling like you could make better decisions about your money? Are you unsure of what else you should be doing to make the most of every cent? Do you know if you’re “on-track” compared to others in your income category? Do you think you’re doing well but wonder if you could be doing better? These are all questions I can help you
Although the holiday season is known for gift giving and good cheer, it’s also known for an increase in cybercrime and identity theft. Before you get a jump start on your holiday shopping, follow these four tips to ensure that you’re protecting yourself this season.