Helpful Advice
Articles from our nationally recognized, weekly blog.
How Much House Can I Afford?
How Much House Can I Afford? My best buddy and his wife came to visit me the other week. You know him as O-man, an old friend I’ve mentioned in past blogs. (O-Man–don’t let me blogging about you go to your head, you hear?) Anyway, he told me about some exciting stuff going on in […]
Game of Loans: Constructive vs Destructive
I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my favorites of all time (and I generally don’t gravitate to the fantasy genre, but I’m hooked). Since we are approaching the last few episodes (and I can only imagine who else has been killed off by the time you are reading this) I figured why not try my hand at a Game of Thrones themed blog. Well, here it goes.
What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be the best coach that I can, I rely on seeing (and more importantly learning) from everyone’s situation. Thankfully, I can take this knowledge to better guide the next client I meet with (who may be experiencing something similar).
Retirement Life Insurance: The Need or The Want
Life insurance is part of any solid financial plan. First-hand, I’ve experienced how it can save a family in the darkest of days. I’ve also seen how the lack of life insurance leaves loved ones in a difficult situation. Without a doubt, there is a proper discussion to be had about life insurance as part […]
College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
To Lump Sum or Not To Lump Sum {The Big Pension Debate}
Whether retiring soon, or you got a letter from an old employer, many are forced to make “the big pension decision.” Do you accept a one-time, lump sum option, or keep the pension as a monthly annuity payment? Every year, this topic arises with clients. Therefore, I thought it’s time to share the thought process […]
The College Planning Advice You Thought You Already Knew
Are you trying to give your kids a leg up on their collegiate careers? Our latest blog discusses a simple, yet brilliant idea how.
Bring Your Kid to Planning Day
The other day I had a particularly interesting financial check-up with a client. What made this meeting different? Well, he brought his son.
Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.
How Much House Can I Afford?
How Much House Can I Afford? My best buddy and his wife came to visit me the other week. You know him as O-man, an old friend I’ve mentioned in past blogs. (O-Man–don’t let me blogging about you go to your head, you hear?) Anyway, he told me about some exciting stuff going on in […]
Game of Loans: Constructive vs Destructive
I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my favorites of all time (and I generally don’t gravitate to the fantasy genre, but I’m hooked). Since we are approaching the last few episodes (and I can only imagine who else has been killed off by the time you are reading this) I figured why not try my hand at a Game of Thrones themed blog. Well, here it goes.
What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be the best coach that I can, I rely on seeing (and more importantly learning) from everyone’s situation. Thankfully, I can take this knowledge to better guide the next client I meet with (who may be experiencing something similar).
Retirement Life Insurance: The Need or The Want
Life insurance is part of any solid financial plan. First-hand, I’ve experienced how it can save a family in the darkest of days. I’ve also seen how the lack of life insurance leaves loved ones in a difficult situation. Without a doubt, there is a proper discussion to be had about life insurance as part […]
College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
To Lump Sum or Not To Lump Sum {The Big Pension Debate}
Whether retiring soon, or you got a letter from an old employer, many are forced to make “the big pension decision.” Do you accept a one-time, lump sum option, or keep the pension as a monthly annuity payment? Every year, this topic arises with clients. Therefore, I thought it’s time to share the thought process […]
The College Planning Advice You Thought You Already Knew
Are you trying to give your kids a leg up on their collegiate careers? Our latest blog discusses a simple, yet brilliant idea how.
Bring Your Kid to Planning Day
The other day I had a particularly interesting financial check-up with a client. What made this meeting different? Well, he brought his son.
Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.