There is a difference between understanding and feeling confident about your money vs. working with someone who feels confident and asks you to trust them. I empower confident clients that now understand their money.
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When planning your financial future, it is good to separate out the big from the incremenetal decisions as a way to take the pressure off or yourself!
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Common-sense thoughts on navigating college selection and funding from a Dad (and financial planner) that has been there.
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A starter list of personal finance books for busy professionals that want to learn more.
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President Biden announced a partial student loan forgiveness today. Here are some details on what it covers and other ways to truly fix the system
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My thoughts on the power of mentors and financial role models.
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People with complex lives benefit from working with a smart and independent advisor with great tools. This blog describes when we might best work together.
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Left brain, right brain, Jeopardy brain…
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