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Get the latest information and tips on financial planning.

DIY is Great - Except When It's Not

Seems like the do-it-yourself movement is stronger than ever these days, between DIY-dedicated channels on TV to YouTube videos depicting how to make your own anything, to a Home Depot or Lowe's on every corner. Anyone who knows me knows that I'm one of these very dedicated…

Social Media & Keeping Up With the Joneses

Keeping up with Joneses - it's human nature, right? Your neighbor brings home a brand-new Beamer, and your six-year-old Honda looks a little dull in comparison. Everyone has felt this way at some point, and it doesn't start in adulthood. We all remember the kid who got a new…

Sleep Better, Stress Less with Organized Finances

Although it's snowing out as I write this article, it's March now and that means warmer weather is coming - we hope! Perhaps you're thinking about starting that spring cleaning of your house - scrubbing and sweeping the nooks and crannies that might get ignored the rest of…

Stock-picking vs. Investing

At a social event recently, I was asked a question about a specific stock and whether or not I'd recommend buying it. As a financial advisor, I get these types of questions a lot, much like I'd imagine dermatologists get questions about a rash or a police officer gets…

Busting Budget Myths

A long-time friend of mine recently called me up as he'd heard that I'd become a financial planner, and he was looking for some advice. He was looking into buying his first house, but was concerned about making sure he had enough money to cover his bills - and still have a…

Cash Flow & Quality of Life

So you're thinking about making a few financial resolutions in 2016. Perhaps it's your first year out of school and you're finally earning your own money, or maybe you've tried to change your financial habits in previous years and, like so many of us, gone right back to your…