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A lot of times we hear myths about what it takes to work with a Financial Advisor.While some firms do have minimums or credentials you need to even get in the door for example – you are required to be referred in or have $500,000...Read More
When you really boil it down, there are only 3 things you can do with your money:Spend ItSave ItGive It AwayNo matter what your situation, it is ALWAYS good to Plan with a Purpose!1. Spend It - if you have an inheritance, or maybe just...Read More
Reduce Your Credit Card DebtCredit card debt doesn't have to keep you from fulfilling your financial goals.Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually starts...Read More
"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett.It's a great quote but complex advice to follow, especially in 2022 when stock prices are down double-digits. It...Read More
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...Read More
When I entered the industry I sat down with my boss and asked him... "If you could pick just one, what is the most important factor in planning and investing?" He sat back, and digested my question. He replied in a riddle, most often...Read More