How to Prepare Your Finances for a Recession: 3 Steps to Take Now
In my 20+ years as a financial advisor, I’ve learned one recession or unplanned event can make you or break you if you’re not prepared. You’ve put in the time to build what you have, don’t let your hard work go to waste. Here are 3 practical steps you can take this summer to improve […]
Don’t Die Without This! 3 Steps to Protect Your Assets and Family
Summer’s here and while you’re planning vacations and barbecues, one of the best things you can do is protect your estate. Because let’s be real, your family probably wants the fortune you’ve built over the chicken you’re grilling. Unfortunately many people leave behind a financial mess that the courts end up making decisions over so […]
Find Money You Didn’t Know You Had
Mid-year is a great time to not only do spring cleaning but take inventory of your finances. When most people tackle spring cleaning, they stumble across things that have been missing for a while. “Oh, that’s where my favorite t-shirt went!” The same thing happens with our finances. Accounts we forgot we had, subscriptions quietly […]
Are You Investing or Just Gambling?
Many people today think they’re investing when they’re really just chasing hype. They buy trending stocks, follow social media advice, and call it a portfolio. But what happens when the market drops 30%? Most people don’t know what to do. Real investing is not about quick wins. It’s about building a strategy that can survive […]
2026 Charitable Giving Tax Change
Beginning in 2026, new tax law changes may reduce the value of charitable deductions for many higher-income earners. One of the biggest changes is that charitable contributions may only become deductible after exceeding 0.5% of your adjusted gross income (AGI). Simply put, this means a portion of your charitable giving each year may no longer […]
What Should You Really Focus on at Every Stage of Life? A Money Mindset Approach
When it comes to personal finance, questions like these often pop up: These types of questions can create a lot of stress, and while they are common, they can also be misleading. The truth is, one-size-fits-all financial guidelines are about as useful as relying on your astrological sign for investment advice. Just because a so-called […]
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 […]