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Why Rising Interest Rates May Impact Home Values

“I don’t plan to sell my house right now so I don’t care how rising mortgage rates may impact the…

04/30/2018

When the Market Drops Look at Your Financial Plan

So how do you react and what is the proper response when there is a stock market drop and the…

03/27/2018

How to Become a Certified Financial Planner (CFP)

So you are interested in becoming a Certified Financial Planner™ or CFP®? Good because that is exactly what I am…

12/06/2017

Start Mapping Your Future With Personal Financial Statements

[vc_row][vc_column][vc_column_text]Personal financial statements, much like that X or finger pointing YOU ARE HERE on a map, let you know exactly…

09/08/2017

If You Win the Powerball Lottery Get Help Immediately

[vc_row][vc_column][vc_column_text]So you are saying there’s a chance to win the Powerball lottery. Well yes, but only an ever so slight…

08/23/2017

How to Choose Between Roth Vs. Traditional IRA

[vc_row][vc_column][vc_column_text] I get the question a lot: “Which is better; a traditional or a Roth IRA?” With most things in financial…

06/09/2017

Get Tax-Free Growth for College Savings With 529 Plans

[vc_row][vc_column][vc_column_text] College is expensive, and the student loan market is only growing larger by the day. Enter the 529 plan….

06/05/2017

How to Make a Financial Plan in 7 Basic Steps

We all have to-do lists, some may call them goals, which may include quitting smoking, getting back to the gym,…

05/03/2017