In recognition of Skin Cancer Awareness Month, this blog is called “Melanoma Monday.” As a Financial Advisor, I want to do what I can to make sure my clients live a long, active and prosperous life. Please take five minutes to read this critical piece on melanoma, which is relatively preventable, but is now the...Read More

Is it furgent or is it truly urgent? I use the term furgency to describe the False Urgency that is created when our inner superstar salesperson tries to convince us we need to buy something now. Learn more about how to notice and avoid furgency which is a known killer of long-term goals including retiring...Read More

The 147th running of the Kentucky Derby took place Saturday, and it has me thinking a lot about LUCK. When it comes to financial planning, luck is not a strategy. However, the value of having a lucky mindset should not be ignored.Read More

My topic this week is another tricky one… inheritance. If you are likely to inherit money at some point, should you include it in your financial planning? Also, if you have recently inherited money, how should you handle it?Read More

As people will be getting back together, they will inevitably start trying to impress each other again. This week, I’m introducing my “How to Sound Money-Savvy at a Party” series. I will occasionally share some of the more popular financial topics and some talking points for contributing to a conversation. For this week, it’s Bitcoin...Read More

Learning how to properly manage money is a crucial life skill that takes years to develop.Read More

How Does Dollar-Cost Averaging Work?Read More

How to help avoid sharp rebound in prices and availability for Covid-affected items such as concert tickets, vacations and dress clothes.Read More

This week's article continues the discussion about money management within couples.Read More

Money management within couples can be challenging.Read More