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5 Ways I’m Different Than Your Parent’s Advisor
“My parents don’t have much of a relationship with their advisor – I can do this on my own.” I hear this A LOT. But it makes sense to me if you witness a poor relationship between your parents and their advisor, you’d think why waste my time and money? Here is how I...
Should You Invest In Life Insurance?
My answer to this: it depends. If someone relies on you economically, then you need insurance. But do you select a term or a permanent policy? When you hear advisors and agents suggesting that you “invest” in life insurance, they are referring to the cash-value...
Do You Have Employer Stock In Your 401(k)?
Let’s start with a couple of questions: Do you have employer stock in your 401(k)? Is that stock highly appreciated? If yes, do you ever wonder what happens to it when you leave? Are you aware of special tax treatment on the stock? Read on to make sure you’re...
Why Someone Doesn’t Work With A Financial Advisor
Here's what I oftentimes hear as to why someone doesn't work with a financial advisor: I don't have enough money to invest Advisors are too expensive They're going to sell me something I can do this on my own What is it about the current generation of advisors that...
Define Your Joyful Path to Excellence
What do you miss the most from your "normal" routine? For me, it's easy to define what I DON'T miss versus what I DO, but it's hard to articulate the WHY. What I DON'T miss: Hectic mornings out the door. Rushing to throw dinner on the table. Dry cleaning....
Earth Week: Ideas For A Greener Home
Earth Day is on April 22nd. Quarantine or not, I think we would all agree we could use a new way forward. If implementing a greener lifestyle isn't in the cards for you, then ignore this! However, I'm passionate about creating a greener life for us and the next...
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