Understanding the basics of money principles is always a great place to start making your life… Financially Simple.

May 3, 2018
Financial Games for Kids

9 Financial Games for Kids That Teach Monetary Principles

It is hard to believe one of the most important aspects pertaining to our kids’ future is often overlooked: learning about finances! Since these life-changing concepts are not adequately covered in schools (in my opinion), that job falls on us parents! One great (and fun) way is by playing financial games for kids. These games will expose them to the rules they will encounter during banking and managing money as they grow up. The best part—when playing these money-related games, they can take financial risks without being penalized. The winter break is a great time to snatch one up and get your kids’ financially simple education started!
April 26, 2018
discovering your risk tolerance

Is The Stock Market Going to Crash Soon or Go Up?

One of the most common questions I get on a daily basis is—will the stock market go up or down in the near future? My standard response to that is—it’s going to go up OR it’s going to go down. Pick your direction. If the stock market was predictable from one day to the next, then we wouldn’t have the Powerball! We would all be independently wealthy.
February 16, 2018
inheritance

I Just Inherited Money! Now What?

Have you ever been the beneficiary of a nice little sum of money or some other inheritance? If so, you know deciding what to do with inherited money can be tricky, but it doesn’t have to be. Here are a few ideas on what to do with the unexpected cash — HINT: these tips can also be a good way to make use of your tax return if you get one!  
February 5, 2018

The Best Financial Books Ever! A Certified Financial Planner’s Must-Read List

Building wealth isn’t rocket science, but it does take some effort to understand the dos and don’ts that will get you where you want to be. As a Certified Financial Planner, I am giving you the list of the best financial books… my top five starter books that I recommend to friends, family, and clients.
January 29, 2018
shell company

What is a Shell Corporation?

Today, I’m sharing a fun little insight with you. I’m a visual kinda guy and thought this might help you see things through my eyes! Trust me, I know that can be scary! But you’ll like this one! I’ll be explaining the question: “what is a shell corporation?”
January 17, 2018
Communicating with a financial planner

Top 3 Questions to Ask Before You Hire a Financial Advisor

Choosing a financial advisor can seem overwhelming when you first start…especially if you’ve never delved into the financial world yourself. It can be tough knowing what to look for. However, there are some strategies that you can utilize to find the advisor that gels with your needs the most and will help you reach your ultimate goal. Making use of these three questions will undoubtedly help you assess and ultimately hire a financial advisor that can help you trek down the path you desire.