Do you have a knot in your finances?

Do you have a knot in your finances?

Have you ever had a knot in your favorite chain necklace that you are determined to get out?  How do you start? You need to start pulling away at the knot to figure out your plan of attack, and oftentimes, you don’t get it right on the first attempt.  I find parallels...
Why do I need a financial advisor?

Why do I need a financial advisor?

That’s a reasonable question. If you’re questioning why you need a financial advisor, I like to think of it from three different aspects.  You may lack one or more of the following: time, skill, or discipline. Time: You may very well know exactly what you need...
Summer is Here! (or is it…)

Summer is Here! (or is it…)

I know it’s hard to tell at times, but summer is approaching! What are your favorite things to do in the summer?  Shoot me your ideas.  Here are some of my favorite local summer activities: Visit a new restaurant. After living in Chicago for 9 years, I think...