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 […]
Why Gen Zers Reject Dave Ramsey’s Advice
Dave Ramsey has been a popular financial guru for decades. His advice on living debt-free and cutting expenses has resonated with millions of American boomers. But there’s a shift in how the younger generation thinks about money and Ramsey’s no-nonsense advice. Young people have been pushing back against Ramsey’s financial advice, and with conviction. Anti-Ramsey […]
13 Ways to Buy Back Your Time
I’ll be honest — I hate wasting time It’s not just that I hate it, but I get a sickening feeling in my gut when I know those precious minutes and hours are wasted. Gone forever. Whether you are aware of it or not, every precious minute of our life is constantly passing us by. […]
8 Ways to Build Wealth as a Couple
When you commit to a long-term partnership or marriage, you’re essentially committing to join forces to work towards shared goals and to build a future together. But research shows that many couples struggle with openly discussing finances and planning their financial future as a team. According to the “Everyday Wealth in America” 2022 report, only […]
Bridging the Gap: How to Retire Before Claiming Social Security
Planning to retire before claiming Social Security can be a smart move, but it also comes with unique financial challenge that many retirees overlook until it’s too late. If you’re considering retiring before your Social Security benefits kick in, your financial portfolio needs to be structured strategically to bridge this income gap. Otherwise, you risk […]
How to Dine Out Without Breaking the Bank
Ways to save while still enjoying your favorite dishes Everyone loves a good meal at a restaurant, but as you know, it can get pretty pricey. In 2023, the average American spent over $4,000 on food outside the home. Here are some ways to help you save some cash while still enjoying your favorite dishes. […]
The Reality of How Much Income You Need to Buy a Home
Are you one of the millions who are dreaming of owning your first home, but wonder if your paycheck could ever make this a reality? You’re not alone. The home buying landscape has shifted dramatically with today’s record-high prices and high interest rates. Let’s look at how much income you’ll actually need to buy a […]