What do you think of when you hear “financial planning?” If the answer revolves around financial planning for retirement, you’re not wrong… but it might also be an incomplete picture…
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The #1 Sign You’re Not Good with Money
There’s one sure way I can tell when someone is not good with money, even when they feel like they’re really nailing it. It’s not having lots of student loans…
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5 Money Mistakes I See People Make (That Are Super Easy to Fix)
Working with a financial planner is not always about what I actively do for my clients. Sometimes, it’s about what I stop them from doing. ANd, that can be even more…
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Why You Need to Experience Things Yourself (and Not Just Take Good Advice)
I’m a financial planner. My job is to give financial advice to people and help them plan out the life they want using money as a tool. But I also…
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This Is the Best Financial Shortcut There Is: Are You Taking Advantage?
If you’re interested in a financial shortcut, you probably don’t have too much time on your hands. You’re busy, focused on a million things, and you need to get to…
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Yes, You’re Right: Good Financial Habits Are Hard to Form
The idea that you’re either “good” or “bad with money” is a myth. Good money habits are a choice that anyone can make and being “good with money” is something…
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Investing on Thin Ice: Record Stock Market Highs and the Inevitability of a Crash
My fiancee is from Georgia and has never walked on a frozen body of water (outside a small skating rink) in her life. A few weeks ago when we went…
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This Might Be Your Biggest Investment Temptation You Have to Avoid
I can’t tell you how many times that people tell me about their friend’s cousin’s girlfriend’s brother who got rich by choosing one or two stocks that performed well. “All…
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This Is the Best-Kept Secret to Financial Success
Most people waste a lot of time and energy seeking the one investment to solve all their financial worries. They want to unlock some secret to financial success that only…
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