A Key Strategy to Incre...

As a financial advisor, when I ask most people about what financial concerns they need help with, they frequently mention that they need to find ways to cut expenses. I do think this is a worthwhile endeavor, however I find it interesting that few clients and potential clients ask me...

Before you make a major...

Some of us make decisions more from the left side of our brain which uses logic and analysis.  Then there are those of us who make decisions using the right left side of their brain which uses feelings and emotion; some call it your gut feeling. The reality is that they are both...

New Year’s financ...

With the New Year around the corner, what is your new year’s financial plan? Without a road map, you might end up somewhere you don’t intend to go. On the other hand, in this rapidly changing world,  long term (more than three years) financial plans are  of very limited...