5 Steps to Get Your Finances Ready for 2017
2016 has been one crazy financial ride. From record lows when the year opened to the DOW nearly reaching 20,000 before…
Keeping it All Together: How to Balance Personal Financial Goals with Running Your Business
As a business owner, your time may be monopolized by running your business. That could mean your personal financial goa…
3 Crucial Tips For Living Within Your Means
You’ve heard of it, but you’re not sure what it means: “living within your means”. And now, because you want to reach…
Why Budgeting Doesn’t Need to Be a Dirty Word
If you’ve ever had that unpleasant money conversation with your spouse, significant other, or even children about how m…
What Does a Financial Planner Do?
When I tell people I am a financial planner, I often get a friendly head nod with not much else. On a few occasions pe…
What Financial Health Means To Me
I started my blog in January to provide information that will help you make more informed financial decisions.
A few we…
Should I Pay Off My Mortgage Early?
I am commonly asked “should I try and pay off my mortgage early?”
My response is, “why do you want to pay it off early…
Launch Day!
After working for 16 years in the financial services industry, I believe there is a better way to empower people to ach…