This happens! Every time the market goes down by a huge % I receive multiple publication requests asking what I’m doing differently with my client’s portfolios or what I plan to change. My answer is

I get this question a lot and as someone who is both, I wanted to shed a light on the difference between the two and how to determine whether or not you need both.

Our government has been busy!  In case you missed it, on December 20th, 2019 the President signed a new budget bill into law that has received lots of attention in the media, and I want

You’re likely thinking, “I’m finally making money! Why do I have to be on a budget?” I always say it’s not how much you make, it’s what you do with it.

Time and time again in my field, I’ve seen people

I get this question a lot from my clients. This choice, to lease or buy, can have a big impact on your finances.

First, I want to share a personal story

With the Holiday season upon us, we naturally shift into gift-giving mode to celebrate the special people in our lives - but it’s expensive! I get it. My spending is ALWAYS higher during the month leading up to Christmas. So, I want to share with you how I handle my holiday spending, along with a few planning tips you, too, can tackle it without the added stress one month at a time: