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If We’re Meeting 3 Years From Now…
What would have to go well personally and professionally for you to deem this relationship a success? Some common answers I hear are: Establishment of a recurring investment program Implementation of tax-efficient strategies Be free of credit card debt Confidence...
What’s Your Desired Future State?
Get clear about where you are. Are you looking in the past? If so, how does that serve you? The important point here is to gain clarity about the big picture so you can cope with the unexpected. Life happens. 2020 happens. Be specific but flexible when you think...
Why Is Money Important To You?
Here are the top 3 responses I receive: security, independence, and freedom. Even though this is a start, and we have to start somewhere, these sound like unquantifiable goals. I’m looking to uncover the feeling behind those goals and the emotions you believe will...
5 Ways I’m Different Than Your Parent’s Advisor
“My parents don’t have much of a relationship with their advisor – I can do this on my own.” I hear this A LOT. But it makes sense to me if you witness a poor relationship between your parents and their advisor, you’d think why waste my time and money? Here is how I...
Should You Invest In Life Insurance?
My answer to this: it depends. If someone relies on you economically, then you need insurance. But do you select a term or a permanent policy? When you hear advisors and agents suggesting that you “invest” in life insurance, they are referring to the cash-value...
Do You Have Employer Stock In Your 401(k)?
Let’s start with a couple of questions: Do you have employer stock in your 401(k)? Is that stock highly appreciated? If yes, do you ever wonder what happens to it when you leave? Are you aware of special tax treatment on the stock? Read on to make sure you’re...
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