What’s The Best Loan For My Business?
Being a small business is tough in itself, and then you need money… and it can get tougher. So here’s how to use the bank’s money to grow your business. Business Loan vs. Personal Loan: What’s the Difference? Business Loan: This loan is specifically designed for business expenses and lenders will typically look at your […]
3 Common Traps Keeping You From the Life You Want
How you manage money can either trap you in a never-ending cycle or free you to live the life you’ve always dreamed of. After helping hundreds of people build wealth, here are the 3 common traps we unconsciously fall into that keeps us from creating the life we truly envision: 1. Lifestyle Creep Is the […]
Ask an Advisor: Should I let a Financial Advisor Handle All My Money?
This question is a loaded one… but let’s answer it honestly and see what’s in it for you and for the advisor. As a financial advisor, it is easier for me to handle all the money because I can invest the money based on our financial plan and strategy. If part of your money is […]
Stop this Mindset trap if you want to manage your money like the rich
It’s tax time and you’re expecting a tax refund. You decide “this is my vacation money”. Meanwhile, you have credit card debt to pay off. What makes you see this money differently than if you would’ve gotten it in a paycheck? Mental accounting. Mental accounting is a behavioral bias that leads you to treat money […]
Why Our Minds Let Us Overspend:
In my 20 years of banking and investments, I’ve given a lot of people advice and what hurt me the most are the people that would hear me explain EXACTLY what to do to become wealthy but would end up broke anyway. Why? It was all in their money mindset. The Problem Even when we […]
Why You Need a Legacy Contact
Did you know that if you die, you lose all your intellectual property on your phone and on your google drive? All your pictures, videos, documents…..GONE Here’s a simple step that can change that! —> Set up a Legacy Contact What is a Legacy Contact? A Legacy Contact is someone you designate to manage your digital […]
How do I Invest to get to $1 Million? A Simple Guide
If I had known what I know now about investing, maybe I would’ve reached millionaire status in my 20s, rather than in my 30s. Achieving the goal of having $1 million in your investment portfolio might seem hard, but with the right strategy and mindset, it is absolutely attainable. Let’s break this process down in […]
Why Failure Can Transform Your Life: The Neuroscience Behind It
Do you remember the first time you learned to ride a bike? Maybe you were nervous about failing but the excitement to master your new found skill was enough to overcome that fear. Scraped knees weren’t gonna keep you from accomplishing your goal so even when you failed, your mind was focused on the outcome […]
Documents You Need NOW Before You Die: A Comprehensive Guide
No one likes to think about death, but if it wasn’t for death, life wouldn’t be so exciting. It’s like winning… you don’t know how good it feels unless you’ve lost. Yes, everyone’s going to die… even you. And me. Handling these documents NOW puts you and your family at ease and ensures that your […]
Are You Settling For Less? Why You Might Deserve a Better Job
You know that anxiety you get on Sunday knowing that Monday means back to the office? Just the thought of going back makes you wonder if this is all there is to life. Deep down there’s this feeling of, “There must be more”. But somehow, the years have flew by… and nothings changed. What makes […]