It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who…
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Why I Became A Financial Advisor
Has anyone else ever chosen a career and then been miserable in it? Only me? I didn’t think so. And while I truly enjoyed many aspects of what I did in my first career, what…
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A Different Way to Look at Risk
Now that we’re almost 75% of the way through a wild 2020, I’d like to take some time to discuss risk. Risk can be a scary word to some, but I think it’s all relative…
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Investing During COVID-19… and Beyond
COVID-19 has flipped everyone’s sense of a normal life on it’s head. It didn’t forget about the stock market either. After a prolonged period of steady growth and one of the longest bull market runs,…
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The Sandwich Generation
Defining the Sandwich Generation No, I’m not talking about the 18th century invention of the sandwich by John Montagu, the 4th Earl of Sandwich. I’m referring to those at a point in life where they are caring…
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How to build a strong financial foundation in the time of COVID-19
Planning for the “New Normal” If you’re like me, you’re trying to figure out what the next steps are and when our “new normal” will settle in. I certainly don’t know when that will be,…
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