Budgeting, Investing, Savings
In my last blog, we talked about how, as an advice-based planner and a fiduciary, I feel a responsibility to help my clients view money in a positive and beneficial light by using it to enhance their wellness. In the second part of my series, I want to talk about...
Budgeting, Investing, Savings
Many of my clients have considered, at one time or another, the wisdom of paying off their mortgages. It seems like a smart decision, right? After all, you’d be saving all those interest payments and would get to live free and clear in your own home. Unfortunately,...
Investing, Savings, Uncategorized
If you’ve ever taken a cruise, you’re familiar with the term ‘lifeboat drill’. This is where the captain has all the cruise ship guests don life vests and gather on the decks to learn how to use the boats in the unlikely case that the ship goes down. Now, the actual...