At some point in your life, you will need help with your personal finances, alive or dead. It’s hard to ask for help but even harder to ask when itContinue readingSeeking Financial Guidance – Who to Engage

A Cautionary Tale of When to “Run, Runaway“ From competing priorities to lax data and security protocols, I’ll demystify who to avoid when seeking out financial guidance from professional advisoryContinue readingSeeking Financial Guidance

Over the last 17 months, I have been a “ghost” executor of an estate. While not officially named, I did most of the work, transitioning an IRA to inherited ones,Continue readingThe Secret Club

Risky behavior, we do it without a second thought. You take a distracting call as you’re speeding, weaving in and out of traffic, read or fumble a quick text atContinue readingWhat You Don’t See

It’s baffling how Americans can endure carrying credit card debt at unbelievably high interest rates (21.67% – 24.72%) knowing they will have to pay that balance as it exponentially grows,Continue readingThe Tangible Element of Investing

We’ve become a culture of tangibleness. Where buying the car, wearing nice clothes, posting the travel pictures, having your dream place filled with lots of things, raving about you orContinue readingThe Intangible Aspect of Investing

There is a current New York Times bestselling book on money and investing that has been highly recommended, The Psychology of Money: Timeless lessons on wealth, greed, and happiness. IContinue readingUnraveling the Mystery

A large weeping willow tree in a drainage easement needed to be cut down not long after we moved into our current house. Located on the property line, I foundContinue readingThe Worst Investing Advice

Before I was 16, I had figured out that if I ever wanted to go to college, I needed to start earning money and saving it pronto. So, I gotContinue readingYour Best Investment