Retirement may seem like it is a distant fuzzy target, but talk to any successful retired person, and they will tell you that it took a lot of planning and saving to reach financial independence. Financial independence is when you have enough money saved or invested to create a stream of income for you to live off of. You may or may not choose to work in retirement, but it will be because you want Continue Reading
Popularity of Online Financial Planning Growing
The days of making an appointment at your bank branch or meeting with your parent's financial advisor to seek financial advice are over. The traditions of handshakes and signing papers are a thing of the past - online financial planning is the way of the future. My recent article on Money.com talks about the benefits of having virtual relationships and why millennials along with Generation X-ers Continue Reading
4 Tips to Help You File Your Taxes On Time
April 15th is almost here. That means Americans have less than a week to prepare their personal income taxes and send them off to the IRS. If your busy schedule has kept you otherwise occupied, you may now be in a panic to get your taxes done and sent off to the government before the deadline. A lot of people are scared of taxes, but there's no need to fear your personal income taxes. With the Continue Reading
4 Renovations To Increase Your Home Value
Spring is just around the corner and that means prime time for the real estate market will be here soon. As April approaches, people all across America are fixing up their homes and getting them ready to be put on the market. It also means that home-buyer hopefuls will soon be searching for open houses to visit. A picture is worth a thousand words when it comes to buying and selling homes. With Continue Reading
A Millennial’s Guide to Balancing Multiple Money Goals
With student loans that need to be paid off, savings that have to be started and retirement goals that need to be planned, millennials may become overwhelmed with all the choices they have on how to spend their money. After entering the workforce full time, millennials need to make sure they’re making the most of their money. So herein lies the question -- what should millennials do with their Continue Reading
Vacationing on Spring Break Without Breaking the Bank
As we say goodbye to February and head into March, many Americans are starting to plan their vacations for spring break. What are your plans this year? Maybe you’re packing up the car for a road trip, maybe you’re jet-setting off to an exotic location or maybe you’re taking the kids to Disney. The idea of getting away for spring break is nice, but the reality is that vacations can be expensive. Continue Reading
6 Ways Professionals Should Spend Their Money
Do you feel like you’re always reading articles about what you shouldn’t spend money on? Well, this is not that kind of article! If you’re a professional, here are six things that might be worth your hard-earned cash. Several good suits and a good pair of shoes If you ever need to go on a job interview, or your profession often puts you in front of clients, you’ll need a few nice suits or Continue Reading
Uncovering Treasures in Your Employee Benefits
Do you understand your options on employee benefits such as disability insurance or life insurance? If your employer offers multiple retirement plan options, do you wonder if you are signed up for the best retirement plan for you? If you're like most people the answer is probably "I have no idea". I am honored to be featured on Money.com this month to talk about how a financial planner can help Continue Reading
4 Ways to Put Your Bonus and Tax Refund to Work
2014 is now a thing of the past. As we continue to creep into the New Year, companies are finalizing their new budgets, closing out their books from the previous year and (hopefully) paying annual bonuses. In addition, if you overpaid on taxes for the previous year, you may be receiving a tax refund. This is the time of year when clients come to see me with this “found” money and ask "What Continue Reading
6 Ways to Enjoy Valentine’s Day Without Breaking the Bank
Valentine's Day is just around the corner. What do you have planned for the day of love? If your bank account is still recovering from holiday bliss, you may be hesitant about spending more money. The truth is you may not have to. Showcasing your love for that special someone with dinner at a nice restaurant, boxes of chocolate, and elegant flowers is nice, but it's also expensive. So often we Continue Reading
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