I’m writing this on June 20th, 2022. We’re coming off one of the greatest bull market runs of all time, and entering a potentially new era of investing.  As you try and successfully navigate your financial future, and work on solving the ever-present money...

I’m constantly trying to get better.  Living a happy and healthy life is a top priority, as is helping you do the same.  Solving the money problem is where I spend most of my time and attention. I recognize people need different things at different times of...

What are core values, why have them, how do I figure out mine, and what are ways to incorporate them into my life?  I’ll answer these questions, as well as share resources you’ll need to make it happen.   “Those who stand for nothing, fall for...

“Do I need life insurance?” Probably.  Here’s the thing, you’re probably going to live a long and happy life. One in which not major bad things happen to you. But what if something did? What if you died before you’re supposed to? What would the consequences be?...

Having some vision board examples can help make creating your own vision board more real and accessible.   What is a vision board? Creating a vision board involves the process of thinking about and visualizing what you want in a certain area of your life,...

Before buying a home, it’s recommended you have a credit score above 620 to qualify for a conventional loan.  There are a lot of loan programs available to help you realize the dream of home ownership. I’m going to share with you the steps to take to get the most...

So much of life is out of our control. We have no control over when or where we were born, who our parents are, our genetics, other people, or what happens to us.  We do have control over what we do with our lives, how we respond to situations, and our...

Should I take out a personal loan? Is a personal loan right for me? Are personal loans good or bad? I’m going to answer all of those questions and give you the information you need to make an educated decision.  I’ve spent over 20 years as a financial advisor and...