A question I get asked quite frequently from prospective clients, friends, and family is, “Do I need a financial advisor?” Obviously, everyone’s situation is different, so I’ll tell you what one of my college professors would say anytime I’d ask him a difficult question… “Well, it all depends.” You might need a financial advisor if…… Read More
Eugene Fama Awarded 2013 Nobel Prize in Economics
During all of the commotion over the government shutdown and debt ceiling debate a few weeks ago, you probably didn’t hear much on the news about three American professors who were jointly awarded the Nobel Prize in Economics. Now, you’re probably thinking, “Big deal! Why should I care?” Well, since you asked…let me tell you!… Read More
25 Ways to Save Money and Get Rid of Debt Once and For All
A few weeks ago, Sarah W. Caron, a reporter for Manilla.com and Yahoo! Finance asked me what suggestions I had for people struggling with credit card debt. (You can find out what I told her by visiting this link: “4 Savvy Ways to End Credit Card Dependency”). Although I had some good suggestions—I’ll admit, I… Read More
7 Estate Planning Documents Everyone Needs-Part 2
There are 7 estate planning documents that I think everyone needs regardless of their age or stage of life. In my last post, I talked about the 4 estate planning documents you need in relation to your financial and personal affairs. In this post, we’ll talk about the 3 documents you need related to your… Read More
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