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There is a lot of “virtual water cooler” chat these days about INFLATION.
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What do the Foo Fighters have to do with your financial planning?
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In honor of Valentine’s Day - Do you LOVE your financial plan?
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Happy Money Monday! This week I discuss how it’s not always prudent to invest based on your age.
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I’m excited to announce I will be hosting a Travel Webinar with travel agent Larry Mahan. I also discuss when to get the best deals on home items.
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New President= similar conversations, just with different people. In this week’s blog, I talk about how I coach clients who are tempted to let their political beliefs drive their investments.
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I’m sharing a few home management tips this week. Clients often ask whether they should have sewer line insurance or umbrella insurance. Click on this week’s blog for more information.
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For this week’s Money Monday, I will share my personal annual theme for 2021. What’s yours? Also, I’ve included some smart money moves to make in January.
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Happy New Year! This week in my blog, I take a look at goalsetting from a behavioral finance perspective. I share some tips on not letting your experiences from 2020 have a disproportionate effect on 2021.
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You deserve a break from the heaviness of 2020, so I kept my blog light and entertaining this week.
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