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
7 Great Ways to Invest Your Tax Refund
If you’ve read this blog for any length of time, you know I’m not a huge fan of giving the government an interest free loan every year (i.e. tax refunds). But what if you’re like most people and you receive a tax refund this year? What should you do with this sudden increase in wealth?… Read More
The Most Important Rule of Investing (Almost) Everyone Breaks
Type “rules of investing” into a search engine and you’ll find no shortage of results. On the first page of Google alone, I counted approximately 103 rules of investing, judging by article titles. Granted, many of these rules probably overlap from article to article, but there is one important investing rule that rarely gets mentioned… Read More
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