Category: 101 Level

Take your financial confidence to the next level!

Having a Baby

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. Life insurance is one of those touchy, but important subjects. Who likes to think about dying and your family…
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April 25, 2018 0
Find the right fit

How to Choose the Right Financial Advisor Strategy Guide

  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?  In this strategy guide, I want to provide you with an overview of all of the different flavors financial advisors come in.  I’ll warn you now that I clearly have a bias, but it is an educated bias and I’ll try to be as objective as possible.  Below…
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February 10, 2018 0

Stock Investments 101

This morning I spoke at a local high school on how investing in stocks work.  Just like most things, this can be a very complex topic, but I will focus on the high-level points that will allow you to establish a basic understanding of how investing in stocks work. My interest in investing led to me becoming the financial planner I am today.  It was 2009 when I decided I wanted to move out to…
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November 6, 2017 0
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