Five financial fixes you can do today. Financial planning is about creating a roadmap customized for you. While there may be specific reasons why you should borrow versus pay cash or lease instead of buy, these five fixes apply to everyone. Organize your financial documents. Create a binder or file your documents for easy access. […]
Three Simple Summer Travel Tips
Whether you are visiting family, friends, or taking a solo trip, be sure to plan ahead. I’m not saying you should have every minute of every day planned out, so here are my top three tips for your summer vacation: Make an overall budget. How much are you willing (or can you afford) to spend […]
The Low-down on the 401(k) and the IRA
There are many different ways to save for retirement and a whole host of things to consider when tax planning. To reach your personal financial goals, it’s important to consider the resources available to you and review all of your options. The plan for you may not be the same for someone else. The 401(k) […]
Debunking the Myths about Financial Planning
Myth #1: I need to get my finances in order before working with an advisor. Myth #2: I need to be wealthy. If you want to get your finances in order and are not rich, then you are my perfect client! In fact, you are the perfect client for many of my colleagues at the […]
Dear 20-something Me,
Start saving today. Sincerely, Your Future Self That is the piece of advice I most wish I could give my younger self. According to the Fed’s Economic Well-Being of U.S. Households report released in 2015, 31% of 18 to 29 year olds have given no thought to retirement planning. I’m here to change that. The […]
Divorce and Child Custody: What you need to know
If you are separated, divorced, considering divorce or currently in the process of divorce, you know that the divorce process can be extremely confusing and, at times, complicated. If you and your spouse have children, you may have even more issues to sort through. There are many legal and financial issues to navigate, but the […]
All About That Credit: Improving Your Credit Score
All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 4: Improving your Credit Score Over the last few weeks we have discussed various ways to obtain credit and […]
All About That Credit: Your Credit Report
All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 3: Your Credit Report Scenario: You decide you are going to purchase a car. You have had your eye […]
All About That Credit: Installment Accounts
All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 2: Installment Accounts Are you considering a loan to buy a car, or procuring a mortgage to purchase a […]
All About that Credit: Respecting your Credit Card
All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 1: Respecting your Credit Card I’ll be honest – I love my credit card, and here’s why: It generates […]
