Financial Advisor

The Two Things You Need to Succeed Financially

My back has been hurting on and off the last few years. After trying various solutions, I finally found a therapist who gave me some exercises that work. Talk about a difference-maker! They not only help me feel better, they address the root cause of my pain.  But here’s the “shocking” great discovery I’ve made: […]

The Two Things You Need to Succeed Financially Read More »

When Employed Benefits Aren’t So Beneficial

You’re pondering two different job offers. One pays more, but the other offers better benefits.  Since security matters to you, you’re leaning towards the job with better benefits. You ask me what I think. I’ll answer your question with a scenario: Suppose your boss owned your house. Here’s why I say that… In years gone

When Employed Benefits Aren’t So Beneficial Read More »

Four Smart Money Tips for Your Home Improvement Project

A couple I know is downsizing. Though this new house has “good bones,” it needs some renovating and a great deal of updating.  The wife wants a to-the-penny budget in advance. The husband maintains that since they can’t predict everything they might need or want to do until they get into the project, any budget

Four Smart Money Tips for Your Home Improvement Project Read More »

Today’s Choices Shape Tomorrow’s Opportunities

Your spouse found a renovated lake house. The property’s beautiful, and the price is nice. But when you mention current interest rates and the risk of taking on more debt, you hear, “Babe, c’mon! Life is short. This is our chance to build some memories with the kids. Besides, if we don’t pull the trigger—and

Today’s Choices Shape Tomorrow’s Opportunities Read More »

In a World of Specialists, You May Need a Generalist

Someone once told me: “I went to see my financial guy about retiring and all we talked about was my mutual fund’s performance! I know that’s important, but don’t I also need to be talking to an attorney about revising my will? And what about long-term care?” Not to wax nostalgic, but things used to

In a World of Specialists, You May Need a Generalist Read More »

Scroll to Top
Speak with an Advisor