My Favorite Books Read in 2017, Part 2
As anyone who has read my blogs knows, I absolutely love to read books and I think they have made a huge impact on my level of success. Last year in 2017, I was able to get through 43 books by creating time each day for at least an hour of reading. Of those 43 books,...
Do You Procrastinate? Here’s What It Could Mean
Do you find yourself putting off important tasks until it’s too late? Do you miss deadlines, forget events, or find yourself continually in crisis mode because you’ve left everything to the last second? These are all classic signs of procrastination, and it’s an epic...
Robo-Advisor vs. Financial Caregiver: Which is Right for YOU?
As technology has continued to explode in the financial industry, the rise of robo-advisors has become the ‘next big thing’. As opposed to a financial caregiver who offers advice-based services for a fee, robo-advisors offer investment management online with little to...
Is Your Financial Advisor Prioritizing YOU?
We all have expectations about how we should be treated by the people in our lives. We expect our kids to treat us with respect, we expect our significant others to treat us with love, and we expect our friends to treat us with kindness. Though this may not happen in...
The Importance of Discovering Your Personality Type
There are hundreds of factors in your life that will determine how fulfilled you are, how happy your relationships tend to be, and how much success you will experience. However, I happen to think that one of those factors trumps every other one, almost to the point...
My Favorite Books Read in 2017: Recommendations for Those Who Want to Enhance Their Lives
A commitment to lifelong learning is one of my core values as an advice-based financial planner. Even with all the technology and interactive ways of acquiring knowledge that have become popular, my favorite way of learning is still reading a good book. In 2017, I...
Your Money and You: Using Wealth to Enhance Learning
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...
Your Money and You: Using Wealth to Increase Wellness
As an advice-based planner and a fiduciary, I find that the clients I work the best with are the ones who I form a mentoring partnership with. That means that we not only talk about their investments, stocks, and retirement goals, but that we also talk about overall...
Find a Financial Advisor Who Will Challenge You
What are the reasons you work with a financial advisor? Do you want someone who will follow your instructions, tell you which stocks to buy, and reassure you that you’re doing the right thing with your hard-earned money? Or do you want a financial partner who will not...
Should I Pull Money from My Portfolio to Pay Off My Mortgage?
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,...
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