It crosses everyone’s mind – should I pay for a service that I can do myself? It’s a decision we are all faced with. Should we fix our own car, do our own taxes, mow our own lawn, handle our own financial planning, manage our own investments, and the list goes on… These are very valid […]
Is A Financial Advisor Worth It ? Read More »
Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be exact. If you know me, you know that I’m not much of a handyman. I often times joke that I get really anxious / angry when in a home improvement
How To Manage Your Finances Read More »
Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing. With that said, read along for a personal story with a baseball and truck driving twist. LUCKY TO BE ALIVE Some time ago, my 3 ½ year old daughter and I
Blocking the Plate Read More »
You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean? Comprehensive Financial Planning, also referred to as Holistic Planning in some cases, can have many different meanings depending on who you talk to. Let me explain to you how my firm defines it.
What Is Comprehensive Financial Planning? Read More »
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