No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be...Read More
Are you smart? I don't mean in finances, I mean in general. Ask yourself again, are you smart?
I remember years ago attending my first educational seminar about investments. There my appetite was wetted enough for me to want more and more until I turned my passion for financial education into a career.
This may come as a shock to some, but financial planning is mostly education. I believe that anyone can make a good financial decision as long as they have the tools to make that decision. In other words, I believe that people are smart.
What I would like to accomplish here in this blog is education. One of the best ways to do that is to draw on experiences that I have had over the years of being a financial planner. Here I will give the tools that you need to make good decisions about your financial future.
Warren Buffet once said "Risk comes from not knowing what you're doing". Keep in mind that every situation is different so please contact me for a personalized plan.
Regular Profit and Loss Statement A business owner can only survive with good and current information. Outdated financial statements have very little value. You might receive your year-end financial statements in May of the following...Read More
Pension Options When choosing pension options, it is important to understand how they affect you, and how they affect your heirs. If you happen to choose the incorrect pension option, then to bad so sad. You are stuck with it. So how...Read More
How about don’t get a financial plan or you do not need one. I can debunk that with some questions: How many wealthy people do you know who do not use some sore of financial advisor or planner? How businesses survive without some...Read More
Almost everyone has heard the phrase “If you fail to plan, you plan to fail”. Yet many of us do not spend the time to plan some of the most important events in our lives. One of those events is retirement or education for...Read More
As more and more baby boomers begin to retire, cases of financial elder abuse are becoming more common. Even more alarming, is that a majority of seniors have a common misconception on where the abuse is likely to come from. Elder...Read More