As a financial advisor, my role goes far beyond crunching numbers and recommending investments. It’s about understanding your values, your goals, and especially your perspective on money. That perspective shapes how you make financial decisions, and it’s essential for...
Recently a client assumed the role of caretake for her mother. The mother had recently gone into assisted living so the daughter sold the home to generate cash to help pay for some of those expenses. She asked us how she needed to invest the money. She needed quick...
If you’re asking yourself whether it’s worth applying for financial aid, the answer is YES—no matter your family’s financial situation. Many believe financial aid is just for those with major need, but that’s not the whole story. Applying for...
What is your Money For? Financial security and comfortable living are very important. But if you aren’t making purposeful investments in the things that matter most, you might find yourself surrounded by stuff that doesn’t bring you any joy and money that...
