How Your Financial Advisor Can Help You Resolve Family Discord
If you’ve read enough of my blogs, you’ll know that I have a deep conviction that a good financial advisor should be much more than just someone who helps you decide which stocks to pick or how much money you should be saving a month. The best advisors act as mentors...
Celebrating Back to School as a Lifelong Learner
According to the National Center for Families Learning, over half of all parents dread back to school time. As an independent financial advisor who works with a lot of older clients, I know that this isn’t limited to parents who still have children in school. There’s...
How Investors Can Be More Interesting in Their Personal and Professional Lives
Let’s face it: we all want to be more interesting to others. Am I right? Unfortunately, many people equate being ‘interesting’ with being smarter or funnier than everyone else and their efforts to be known as interesting actually backfires. The real way to be more...
Do You Have Money Shame? Here’s How to Work Through It
Through my decades in the financial planning business, I have worked with many individuals and couples who have negative perspectives regarding their finances. One of the most damaging is having a shameful attitude about money. This can appear in a number of different...