Financial Planning vs. Asset Management

Financial Planning vs. Asset Management

I talk to a lot of people.  One, because I am chatty and two, because I love to talk about the importance of planning – planning for your finances, planning for college, planning for life, and making contingency plans for the “what if’s”.  Many times,...
Ep 11: Who Even Needs an Advisor?

Ep 11: Who Even Needs an Advisor?

A lot of people have been DIYing their financial plan, especially during the past decade when the market has been relatively good. But that won’t always be the case and having an advisor can help you navigate market downturns and prevent you from making emotional...
Ep 10: How Children Become Part of The Retirement Discussion

Ep 10: How Children Become Part of The Retirement Discussion

Family budgets, college, weddings, there is a lot to consider financially when it comes to our kids. On today’s episode, we are going to discuss the role our kids play in our retirement plan. If you have children and depending on their ages, you’ve probably thought...