Career Change and Money Management: 3 Post-Recession Realities

August 10, 2016 9:28 am

I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement and well wishes, it started to dawn on me: a lot of people are switching jobs lately, including many of my clients, family, and friends. Nearly 10 years after the Great Recession, […]

Lease or Buy: Which is best for you?

May 12, 2016 9:46 am

It is that time of the year when the weather is nice and people think about buying a new car.  I’ve had a few friends lately tell me they were going car shopping and given what I do for a living, they had some questions for me.  In fact, I get the same questions from […]

Don’t Skimp on Car Insurance

April 4, 2016 10:57 am

There’s nothing I love more than saving money, but cutting corners on car insurance is not an option.  Whether it’s home, life, health or car insurance, proper coverage is essential.  If you are at fault in a car accident, you want to be sure you have the necessary insurance to cover yourself and your family […]

Baby on the Way? Some Financial Must-Do’s Before Your New Arrival

October 8, 2015 2:43 pm

I’m now only about a month away from the arrival of our first-born and while I feel as though my pregnancy as a whole has flown by, this last week or so seems to be moving at a glacial pace.  Now I’m sure part of that is due to the fact that I’m actually moving […]

The Quest for the Best Investment Advice

September 28, 2015 5:34 pm

There are so many financial “experts” out there these days making recommendations that it can be difficult to sift through all of them to find the advice that is right for you.  It seems that people are always looking for the quick fix and easy answer to finances and investments, but unfortunately there isn’t just […]

Misguided Financial Advice

August 12, 2015 2:01 pm

Last week, one of the most popular articles seen on a variety of investing and financial websites was built around a pithy quote from Jack Bogle, the founder of Vanguard, and his “Surprising Retirement Advice.” The crux of the article (http://time.com/money/3983178/vanguard-founder-jack-bogle-retirement-advice/) is that as investors are saving for retirement, he believes you should resist the […]

Cash Flow Tips for Small Business Owners

June 29, 2015 12:00 am

Whenever I start a meeting with a client, one of the first topics I bring up is “How is your cash flow month to month?” If a client is finding it difficult to juggle all of their financial commitments, I’ll sit with them and prepare a…

Have You Completed Your “What If” List?

May 7, 2015 12:00 am

Now that tax season is finally behind us, time has freed up to focus on other financial matters that may have been neglected over the past few months.  For me, it has been to make a list of all of my financial and estate planning items in the case…