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Life Insurance for Growing Families Strategy Guide

If you are reading this post, congrats, your life is definitely more complicated than when you just had to worry about you and yourself. It may be that things are getting serious with your significant other or maybe you already have a growing family and were too busy to incorporate life insurance into your planning.…
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April 25, 2018 0

Why Achieving Short-Term Goals are More Important Than Achieving Long-Term Goals

The journey is more important than the destination.  However, you also don’t want the destination to be a pit of misery because you lived it up a little bit too much on your journey.  Often times, when it comes to financial planning, I hear from prospective new clients that although they think saving for the…
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March 17, 2018 0

Strategy Guide: What to Do With Your Old Retirement Account(s)

  You have how many retirement accounts?  It’s really easy to have multiple retirement accounts out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are.   Step 1.  Find Out Where…
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February 26, 2018 0

How to Find a Financial Advisor Strategy Guide

Do you know the difference between financial advisors?   Did you know that almost anyone can call themselves a financial advisor?  Is that concerning for you as a consumer or a seeker of financial guidance?  You may even be looking to enter the industry and are confused about the dramatic differences you find in job…
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February 10, 2018 0

Restricted Stock Unit (RSUs) Strategy Guide

Many of the clients I’ve helped came from the tech industry and it really amazed me about how many of them had built up wealth and investments without really understanding how they work.  Yes, living within their means played a huge part in their financial success, but so had investing in retirement accounts and receiving…
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January 29, 2018 0

I Just Lost My Job: Part 2 Finding Your Next Gig

This is the second part of a two-part series (Navigating Your Finances, and Finding Your Next Gig)   Oftentimes, people are unhappy with their jobs, but it does not get to a point where they have to make a change and they stay stuck in an unfulfilling position.  Losing your job can be a breath…
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December 20, 2017 0

I Just Lost My Job: Part 1 – Navigating Your Finances

Don’t panic.  You’re going to feel like crap for a couple days and that’s normal.  Go ahead and take a few days, but don’t let it linger.  Knowing where your resources are and how best to access them can go a long way in reducing your stress during this time.  This is the first part…
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December 11, 2017 0

How To Get A Raise Strategy Guide

As the end of the year approaches, time seems to fly by a little faster than it does the rest of the year.  One often, non-exciting event, your annual performance review.  You may be saying to yourself, “it’s the same boring process, my boss tells me I’m a great asset to the team, we review…
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November 27, 2017 0

Holiday Shopping Strategy Guide

It’s Turbo Time!  Yes, that’s technically from a movie that occurs on Christmas Day, but the madness is the equivalent to Black Friday shopping.  This week many will descend on shopping malls as soon as they finish off their turkey dinner.  With that in mind, I want to give you a few tips to survive…
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November 22, 2017 0

Balancing Your Values During The Christmas Season

What do you value?  I guess it depends on what definition of value we’re talking about.  Here are the main definitions of value brought to you by Google:   the regard that something is held to deserve; the importance, worth, or usefulness of something.   a person’s principles or standards of behavior; one’s judgment of…
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November 13, 2017 0