Have you ever wondered, “how can I avoid these pesky ATM fees?” Some people would probably tell you pondering the meaning of life would be less taxing than trying to figure out how to avoid ATM fees. In fact, Americans are inadvertently helping banks make a small fortune in just ATM fees alone. In 2016,[…]
As we enter week three of the new year (I know, crazy!), I need to ask you a really tough, and personal question. How long have you been using the same credit card? Take a moment and think hard about it, I’ll wait. While you contemplate, let me drop some knowledge. A new survey found[…]
Before I talk about Financially Empowering Millennials, Happy New Year, everyone! 2016 was kind of a weird, right? We lost some great musical and acting talent. But, hey, at least 2016 didn’t claim Betty White! All jokes aside, this year, I want you to truly feel empowered about your finances. It’s not enough to want[…]
Are you a tentative saver? Do you even know what that means? According to the CFP Board, a tentative saver is someone who sets aside money regularly but doesn’t feel as though he or she is saving enough. In fact, 71% of these people believe they’re behind in meeting their own retirement goals. And 62%[…]
Time to show my younger Millennials some love. I am talking to you my college freshman and sophomores. If you’re like most of my high achieving clients, you made it through high school unscathed. You graduated with good grades (or honors), and did everything “right”: student council, volunteering outside of school or joining every club[…]
When it comes to considering the future, many of us are only thinking about tomorrow, not 5, 10 or even 20 years in the future. This can especially be said for the younger generations. USA Today reports that Millennials are foregoing future planning until they’re married or have children. Cue the Homer Simpson, “Doh!” Making[…]
The 2016 election is finally over and Donald Trump will be our next president. Needless to say, this has a lot of Millennials in shock and number of my clients calling to ask if everything (not just their money) will be okay. So, to them and to all of my fellow Millennials, let me say[…]
Heather loves the fall. From the leaves changing their colors to that certain crispness in the air, she can’t get enough of it. So far we’ve been to two pumpkin patches and one fall apple festival featuring a petting zoo. Hazel got to meet new furry friends. However, there was a pretty sad looking goat[…]
Welcome back. Let’s get to it by picking up right where we left off. Making an offer – “This is the one,” you say. We said it more than twice. Now that you have equipped yourself with vast amounts of research and you have a trusted agent at your side, you should be in a[…]
Oh, hello again. Look at what we did to the web site! Do you like it? Well, I decided to hire an SEO professional to make the change from SquareSpace to WordPress! I hope you find this site just as fresh as the last one. Before we begin, a big thanks to everyone that participated in[…]