The Top Areas to Focus On 5 Years Before You Retire

As you get closer to approaching retirement, the last five years before you retire take on incredible importance. During these precious years, you potentially have the highest earning potential of your career and should be taking full advantage of this. At the same time, your fixed expenses may be lower than in previous years if […]

8 Essential Money Lessons

As a Financial Planner and Financial Advisor, I’ve worked with over a thousand clients and investors over the years. Over countless conversations and meetings, I’ve seen the excitement, anxiety, and fear that comes with navigating their finances during this pivotal life stage. I’ve also worked with highly successful clients, each with their own story. Here are eight […]