As you age and mature in life and in your career, your investment priorities change, and financial goals and objectives shift as well. Having the right financial advisor by your side means having a proactive partner to make sure you reach your goals during life's journey. I created this investing Read more…
A New Podcast Designed to Help You Improve as a Long Term Investor
After several years of deliberation, I’m finally launching a podcast. I’m excited to introduce you to The Long Term Investor, a financial podcast designed to distill complex topics into easily digestible lessons and make you a better investor. Read more…
How to Choose the Right Type of Mortgage
Homeownership has long been one of the biggest goals for Americans to achieve, and a cornerstone of the traditional American Dream. More than 65% of the US population owns their home – but without the help of a mortgage, many of those homeowners couldn’t afford to make the purchase. However, very Read more…
What You Need to Know about Estate Planning
Developing and executing an estate plan is one of the most important pieces of your financial plan. Read more…
5 Steps to Manage Money from Sudden Wealth
Unless you’re independently wealthy, you probably receive an income for work you perform at your job. Read more…
Where to Save for Retirement
One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Read more…
No, You (Probably) Don't Need Permanent Life Insurance
Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. That’s not your fault. It happens because of predatory sales tactics that are often used by people who sell insurance. Read more…
Investing In Your 20s
The financial decisions you make in your 20s are arguably more important than any other time in your life. The most important decision you can make is to start investing now. To illustrate, imagine two college graduates with access to tax-deferred investment accounts earning 8% per year. The first Read more…
Investing In Your 30s
The right investment strategy to reach your goals shifts as you age. Once you reach your 30s, the looming worries of graduating, starting a career and climbing out of the student loan debt hole probably have been replaced by more domestic concerns. According to the U.S. Census Bureau, the median Read more…
Reverse Budgeting: Creating A Budget That Actually Works
Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Read more…
