The pandemic has had a long-term ripple effect on just about everyone in the world. From job loss to losing loved ones, it might be years before we know the
As a lifelong weight watcher, I advocate for budgeting using tracking systems. They help you self-correct and eliminate unnecessary spending, proactively.
With the cold of winter, many people are thinking about SnowBirding in their retirement. What is SnowBirding? It’s migrating south for the cold winter months
Friedrich Nietzsche said “for a tree to become tall it must grow tough roots among the rocks.” This global pandemic that we are in the middle of is certainly a
Government contractors face additional retirement challenges when compared to their Federal Employee counterparts. Contractors have no pension, have to plan for
“You have to plan to live”. This is a direct quote from a client of mine this week. She is part of what I think of as the new sandwich generation. As
Your last name doesn’t need to be Rockefeller to have a charitable giving plan. Charitable giving means different things to different people. Some of my
DaVinci famously said “simplicity is the ultimate sophistication”. Yet, it is not uncommon for me to encounter an investor who has multiple accounts with
I’ve read that 80% of Americans don’t balance their checkbooks on a regular basis. If you are in that 80%, how do you create a budget that will work for your
Believe it or not, it is not uncommon for a client to come to me and tell me that they feel like they have too much cash on hand in their bank account and don’t
Thanks to our friend Google, we have an amazing amount of information at our fingertips at any moment of the day. So, do you really need to work with a
I get the question a lot – should I pay off my mortgage. The answer is that depends.
If I told you that I had a vehicle that allowed you to pay $10 in
