To the layperson, investors are usually seen as a knowledgeable and busy bunch. They’re not wrong. The best investors are active, managing their portfolios regularly and making small improvements […]
When meeting with prospects for an initial consultation and with clients for their first meeting, I tend to get the question of “how do we compare to your other clients?”
So, you want to learn more about finances. You care about your financial well-being and want to make sure you’re making the right money moves. That’s great news!
It should […]
If you’ve been following my blog or have read my book, you know how much I dislike fancy financial jargon. Personal finance shouldn’t be complicated and both you and […]
Most people have probably heard this Chinese proverb: the best time to plant a tree was yesterday. The second best time is now.
Investing is no different. But how do […]
If you’re someone who receives a tax refund, the sudden surge in cash, no matter how large or small, is sure to put a smile on your face. You […]
If you’re like me (and most Americans), taxes can be a bit more involved than a simple click, click, add, add and poof done! – like some of these […]
Fear of missing out (or FOMO) is a real thing. It refers to the sadness and anxiety one feels when missing out on an event, not being a part […]
Picture this: You’re standing in the kitchen with your partner, avoiding eye contact while a silent and slow tension builds in the air. The mail sits opened on the […]
Have you ever found yourself doing an internet search for questions about your money? How many times have you asked Google™ how to pay off your debt? Or how […]