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Financial Planning
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Staying Open For Business, and Managing Your Financial House
Strategies for managing your dollars and time
Road trip to see Messi
Spending on experiences is totally worth it!
Where should I direct my dollars?
Choices and tradeoffs on where your dollars may go
Vacations + retirement = time
Set time aside for better vacations and retirement choices
Don’t look now…
Periodically reviewing your investments is a good idea
Pro Bono Planning Tips for Young Adults
Getting a financial head start by talking about your cash flows
The Power of Liquidity – How Cash Reserves Can Help You Make Better Decisions
Thinking back on your employment choices, would you have done things differently? Any “do-overs” with regards to where you worked as your career got started? Maybe joining a startup, or selecting a more established company, or perhaps pursuing another degree?...
How Ongoing Planning May Keep Successful Investors Invested
Acting versus reacting determines long term success.
Why Vacationing Is Important – 2023 Edition
Summer is approaching, schools are almost out, it’s time to get excited about vacation! Financial planning is not all about saving and investing for tomorrow. It’s equally important to spend today and enjoy what you have. Though vacations are still expensive, they...
Preparing to swim in open water, what you need to know:
Swimming in lakes, rivers, and oceans all offer something special beyond the back-and-forth laps in a pool. Swimming with friends for fun or competitively in an event, open water distances can vary. As I expand my distance and discover how far I can swim out of...
Understanding the Difference Between Fixed Income and Equity Investing
Fixed income investing traditionally has been categorized as “safer” when compared to investing in equities. Why is that? Purchasing high quality debt tends to generate less volatility in returns when compared to buying companies. With less up/down in price, the...