Dear 20-something Me,

June 10, 2016

Start saving today. Sincerely, Your Future Self That is the piece of advice I most wish I could give my younger self. According to the Fed’s Economic Well-Being of U.S. Households report released in 2015, 31% of 18 to 29 year olds have given no thought to retirement planning. I’m here to change that. The … Continued

Divorce and Child Custody: What you need to know

June 1, 2016

If you are separated, divorced, considering divorce or currently in the process of divorce, you know that the divorce process can be extremely confusing and, at times, complicated.  If you and your spouse have children, you may have even more issues to sort through. There are many legal and financial issues to navigate, but the … Continued

All About That Credit: Improving Your Credit Score

May 3, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 4: Improving your Credit Score Over the last few weeks we have discussed various ways to obtain credit and … Continued

All About That Credit: Your Credit Report

April 18, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 3: Your Credit Report Scenario: You decide you are going to purchase a car. You have had your eye … Continued

All About That Credit: Installment Accounts

April 8, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 2: Installment Accounts Are you considering a loan to buy a car, or procuring a mortgage to purchase a … Continued

All About that Credit: Respecting your Credit Card

April 1, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 1: Respecting your Credit Card I’ll be honest – I love my credit card, and here’s why: It generates … Continued

March Madness and Diversification

March 21, 2016

We are nearing the end of the first quarter of 2016, which means March Madness! How are your brackets holding up this tournament season? I would like to say that I’m an informed player this year, but my brackets tell another story. As much as I’d like to, I’m not watching ESPN or talking about the … Continued

Why Financial Planning is for Everyone.

March 14, 2016

Being wealthy is not a criteria. All too often I talk with young professionals who tell me they would love to do some financial planning once they payoff their debt or have some savings built up. Despite the common misconception, being debt free or wealthy is not a prerequisite for Financial Planning. Financial Planning is … Continued

Preparing for a Financial Emergency

March 4, 2016

Are you prepared? As I go about my day, I generally don’t ask myself what could go wrong. Will I fall off the sidewalk and break my hip? Will my house be broken into?  Will I lose my job? Instead, I wake up, drink coffee (a must!), and then get my day started. It’s not … Continued

Small Business Owners: Let’s Get Organized!

February 17, 2016

Starting, or already have, your own business? My guess is you’ve invested a ton of time getting your business up and running by selecting a business structure, obtaining an EIN, and filing the required state forms. In the midst of all of this, you are also busy creating your product or service, marketing it, and … Continued