The word “investing” evokes a great sense of opportunity, but with it can come an equally great deal of anxiety. Picking the right investments, controlling risk, and managing emotions are all easier said than done. However, with the right practice, even someone with no investing experience can set themselves up for a great future outcome. […]
Category Archives: Blog
How do you ensure the financial stability of your loved ones once you are no longer with them? In this post, we’ll discuss the steps you can take now to safeguard the wealth you’ve created, protect against risks, and leave a legacy that will be remembered for generations to come. Appoint the Right Decision Makers […]
Choosing a financial advisor carries weighty implications. Money is an all-encompassing tool that affects everyone in every walk of life, regardless of your education, socioeconomic status, age, geography etc. Money is also a deeply personal topic that is associated with many different emotional responses, positive/negative memories, family situations, marital issues, and too many more to […]
It’s an election year! Who’s excited? … Don’t worry, I’m not exactly “excited” for an election year either. I am, however, thankful for a country that allows citizens to express their opinions, regardless of how “broken” of a system it may be. There are definitely some not-so-good alternatives. Okay, moving on. Since we’re here to […]
In our last post, we discussed the framework for how to set financial goals in 2024. In this post, we will take that a step further and actually look at the types of goals we should be setting for this year. Okay, just so we keep up with all the buzzwords, let’s go ahead and […]
I’ll admit, budgeting is one of my least favorite financial tasks to do. It seems so mundane compared to all the other exciting financial things we could be doing, right? However, I’ve come to learn the importance of budgeting because of the protection it provides. Let me use a little analogy to show this a […]
With the new year arriving soon, goal setting season is officially upon us. It is hard to look anywhere and not see some version of someone promoting “new year, new you”. It can be easy to think that every part of our life needs to be adjusted, however it is important to look at goal […]
Many of us have a picture that comes to mind whenever we hear about David in the Bible. Whether it is the shepherd boy in the pasture, the one who killed Goliath with a sling and a stone, or the artistic Psalm writer. Whatever the case, there is a much lesser-known David who was a […]
One of the most common questions I get asked as an advisor is, How do I pull money out of my accounts in retirement? While I wish I could always just give one simple answer to this question, the best answer I can give is the old standby with an inevitable follow up discussion- it […]
With the market down double digits in 2022, a common question on many people’s minds is Should I just pay extra on my mortgage instead of investing in a losing market? This is appealing to many people in many ways. Instead of diving into all the facts and figures, let’s start by first exploring the […]