There are some words in my vocabulary that most people in my profession hate to use. The “f” word comes to mind as one such word. Most advisors I know hate the “f” word, but I love it! I use it all the time… At home… In my office… At a restaurant… Everywhere! Here’s why… Read More
A Quick Way to Stop Wasting Time
Sometimes, my attempts at productivity, organization, and time management come naturally. And other times, my efforts are like a train wreck waiting to happen. Through the years, however, there has been one time management tip that I go back to over and over. It doesn’t matter if you’re 19 or 90, this quick tip will… Read More
What Everybody Ought to Know About Insurance
Imagine sitting around a table, drinking coffee with your friends, and out of the blue someone asks, “Hey, what are your thoughts on insurance?” What? You mean that’s never happened to you? Well, since I’m a financial advisor, that scenario has played out on more than one occasion, so I thought it’d be helpful to… Read More
How to Simplify Your Finances in 3 Easy Steps
Does your financial life feel cluttered, stressful, and out of control at times? Do you feel overwhelmed with the constant bombardment of information regarding your financial life? Have you searched for a better, simpler way to go about managing your finances to no avail? Well, search no more! There is a simple, three step solution… Read More
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