Have you ever wanted to meet with someone to get advice on your finances, but didn’t feel comfortable hiring a financial planner? Or, do you just have a few questions, but don’t need a big financial plan? Good news! There…
As I sit here writing my monthly blogs, my doorbell rings. It’s my next door neighbor (who I have not met before – the house is a rental with lots of turnover) coming to inform me that my son and…
In the May, 2015 print edition of Money Magazine, there is an article called 101 Ways to Build Wealth. These list-type of articles come around often and say many of the same things, but a few interesting ones I found…
There is much controversy about whether or not to make extra payments on your mortgage in order to pay it off early. As usual, I don’t have any hard and fast rules, but there are questions I’d like addressed before…
Recently I’ve been telling you about the part of my business where I go to groups (employers, conferences) and meet with people for short one-on-one financial planning sessions. Here are a few success stories that I am proud of having…
I recently had friend ask me this question. The answer is “yes, you can, but I wouldn’t recommend it.” There are main reasons for this: Investments: 529 College Savings plans are generally invested in pre-packaged funds whose aggressiveness is based…
