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 […]
Love Alone Won’t Build Wealth
Recently, I saw a married couple sitting in a café talking through investments and financial goals together. And honestly, that is what wealth really looks like. Not flashy purchases, Not appearances but Partnership, communication, and strategy. The truth is, you can deeply love each other and still fail financially together. Romance won’t fund retirement and […]
What Are You Really Teaching Your Kids About Money?
Last week at the grocery store, I watched a little girl beg her mom to buy her “something” before leaving. The mom kept saying no, but eventually gave in after enough persistence. In that moment, a money lesson was taught, and not a healthy one. She learned: Fast forward 20 years. That same sweet little […]
Don’t Splurge Yet: Luxury Brands to Skip Until You’re Financially Secure
I remember when a client came to me expressing that her husband was addicted to buying luxury watches. The most random thing ever, right? But this seemingly “random” interest was racking up the couple $4,000 a month. Don’t get me wrong, I would never tell a client not to splurge on what they love, but […]
The Reason You Avoid Financial Decisions: Understanding Your Money Personality…
Do you ever hide your spending from your partner? Maybe you rely on others to bail you out when money problems come up. Have you avoided finance conversations altogether? If any of these sound familiar, your money personality might be the “Innocent Bystander.” As an Innocent Bystander, you might avoid financial decisions altogether because you […]
Making 6 Figures But Still Not Growing Wealth? Here’s Why…
You’ve hit the six-figure mark, which is a major accomplishment. But does part of you feel like something is still holding you back financially? The truth is, even with a great paycheck, old money beliefs from your past can keep you from reaching your full potential. Here are 3 signs that your past is getting […]
The Spiritual and Psychological Effects of Tithing: Should We Give Our Time or Money?
“I want to tithe, but what if I can’t afford it?” That’s a question I hear a lot from clients, and it’s one of the reasons I’ve decided to dive into the spiritual and psychological effects of tithing. What is Tithing? Tithing is a donation, or offering, of one-tenth of your income for the service […]