From Our President, Helpful Advice, How to Invest

Cash or Invest: That Is the Question

There are few questions that I’ve gotten in my almost 20 years in the business that have been as difficult...

From Our President, Helpful Advice

2019 Year in Review

The turning of the calendar always presents a good time to reflect on the prior year. It gives me...

From Our President, Helpful Advice

Stop Children What’s That Sound: 7 Things to Stop and Look At

Every year, I like to write a blog to help motivate people into action.  Who better to draw inspiration from...

From Our President, Helpful Advice

Ghost of Inflation Past, Present, and Future

With the holiday season in the air, I’m brought back to one of my favorite holiday novels A Christmas Carol...

From Our President, Helpful Advice, Home Buying

Don’t Get Emotional with Real Estate! The Impossible Task

We’ve all heard “don’t get emotional when it comes to real estate.” This is great advice, and I often share...

From Our President, Helpful Advice

A Public Service Announcement: Most Things can be Undone!

You know who you are--the “nervous Nellie” types. Those who are always afraid to make that big purchase. I find...

From Our President, Helpful Advice

To Lease or Not Lease your Car: That is the Question Part 2

Historically, I have been a car owner. From my first car (that baby blue ’87 Buick Regal) to the Red...

From Our President, Helpful Advice

To Lease or Not Lease your Car: That is the Question Part 1

Having a lease means you are “renting” a car for a certain period of time. During, you are paying the...

From Our President, Helpful Advice

Technology Can Help Your Teenager Learn about Finances!

The other day, I came home from work and relieved the babysitter. When it came time to pay, I had...

From Our President, Helpful Advice, Personal Growth

How do I Layout my Expenses? {A 6-Step Guide to Freedom}

How do I layout my expenses? Find out the answer with tips from Andrew Rosen of Diversified Lifelong Advisors.

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