6-Minute Read “Quality both demands slowness and enables slowness.” Cal Newport from Slow Productivity As a financial planner, I find value in exploring topics indirectly related to personal finance. One…
4-Minute Read Imagine driving along a winding scenic road beside an ocean cliff. While you want to enjoy the ride, you must ensure you don’t veer off the road. It…
5-Minute Read If you’re a homeowner with a mortgage, should you try to pay it off early? As a financial planner, I’m frequently asked this question. It often leads to…
6-Minute Read Have you been putting off creating your first estate plan? If so, you are not alone. Many people make this their New Year's resolution but somehow get stuck.…
4-Minute Read When do you expect to retire? I ask this question to people before analyzing their financial situations or determining the feasibility of their retirement plans. There is often…
6-Minute Read If you’re in the workforce, you may have started hearing about open enrollment. It's that time of the year when you can review all the benefits provided by…
6-Minute ReadAs schools and colleges resume classes, I often assist individuals with separating truth from fiction regarding college 529 plans.You may be uncertain about using a 529 plan, wondering what…
4-Minute Read In my estate planning discussions with clients, one of the most common questions I get is “Do I need a trust?” In most cases what we’re talking about…
