March 19, 2019
Where Do I Invest My Money for the Maximum College Savings

6 of the Most Popular Investment Options for College Savings

If you’re ready to start saving for your children’s higher education expenses, then you may be wondering where you should put your money in order to receive the best return. Thankfully, you have a myriad of investment options for college savings. Let’s look at the most popular.
March 5, 2019
Why You Will Never Retire to a Life of Leisure

3 Reasons Why You Will Never Retire…to a Life of Leisure

We all have hopes and dreams for retirement — traveling, relaxing, playing golf every day. Personally, I see myself sitting on a beach after a morning of wetting a line (a.k.a. fishing)… basically enjoying the vacation life every day. However, unless you take necessary steps you simply won’t be able to retire to the full lifestyle they often picture in TV commercials and magazine ads.
February 28, 2019
Should I invest in my small business?

I Made Extra Money…Should I Invest in Myself or Invest in My Small Business?

Small businesses are a driving force in American Society. With more than half of Americans either owning or working for a small business, it makes sense to celebrate those hard-working entrepreneurs hoping to make a difference. As a small business owner myself, I understand the struggle so many face, and I’d like to offer this small piece of advice to my fellow go-getters. If you make extra money this year, instead of investing more money in your business, invest it in yourself first. Let “slow money” be your greatest resource when it’s time to wind things down. Let me explain.
November 9, 2018
investing to beat the stock market

Will I Beat the Stock Market if I Sell My Stocks Now?

Unless you’ve been living under a rock, you most likely know the stock market is looking like a roller coaster at Six Flags, with not one, but two major market corrections this year. However, before you sell everything and jump ship, you need to know the numbers—the REAL numbers, and remember you cannot beat the stock market. 
October 5, 2018
Get Started Planning for Retirement

The Steps to Get Started Planning for Retirement for Millennials

Most of the people who come in to talk about retirement are already middle-aged, and the end of their careers is looming within the next decade or so. Sometimes they’re prepared, but more often they’re not. I don’t get the pleasure of working with young couples and individuals as often as I’d like. Yet these people have the opportunity to make the most of their work years. With a little planning, some wise decisions, and a few (minor) sacrifices, they can help get on track for a secure and fun retirement. Add a little luck, and they may even be in a position to extend the fun by retiring EARLY!
September 7, 2018
Financial Planning for Elderly Parents

Are There Options When Financial Planning for Elderly Parents?

Planning for your own retirement is enough of a challenge. Combine that with aging parents that haven’t adequately prepared for their’s and the task is beyond overwhelming. When faced with the task of financial planning for elderly parents, where do you turn? That is precisely the question a client of mine brought to me. His father had recently died, and his mother now faced doing life alone. He came to me asking advice about how to make his mother’s money last for the rest of her life.