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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)

[vc_row][vc_column][vc_column_text]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

Keep Settlement Times in Mind When Withdrawing Funds

[vc_row][vc_column][vc_column_text]Starting Sept. 5, trade settlement will finally improve, slightly. Now when you buy or sell a stock or bond instead…

08/31/2017

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

Our Record Debt Only Tells Half the Story

[vc_row][vc_column][vc_column_text]Congrats ‘Merica, once again we have hit a new debt record, $12.84 trillion. While this alone may not be an…

08/16/2017

With Discipline, Credit Cards Can be Useful

[vc_row][vc_column][vc_column_text] …As a financial planner I can generally say I hate credit cards. I say this because I have witnessed…

07/27/2017

A Financial Plan Starts With ‘Stashin’ Cash’

[vc_row][vc_column][vc_column_text] The first step in any financial plan is to start building savings. Your goal should be to put away…

07/18/2017

Financial Planning

Why Rising Interest Rates May Impact Home Values

When the Market Drops Look at Your Financial Plan

How to Become a Certified Financial Planner (CFP)

Start Mapping Your Future With Personal Financial Statements

Keep Settlement Times in Mind When Withdrawing Funds

If You Win the Powerball Lottery Get Help Immediately

Our Record Debt Only Tells Half the Story

With Discipline, Credit Cards Can be Useful

A Financial Plan Starts With ‘Stashin’ Cash’

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Financial Planning

Why Rising Interest Rates May Impact Home Values

When the Market Drops Look at Your Financial Plan

How to Become a Certified Financial Planner (CFP)

Start Mapping Your Future With Personal Financial Statements

Keep Settlement Times in Mind When Withdrawing Funds

If You Win the Powerball Lottery Get Help Immediately

Our Record Debt Only Tells Half the Story

With Discipline, Credit Cards Can be Useful

A Financial Plan Starts With ‘Stashin’ Cash’

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