The Beauty Of A Budget

The Beauty Of A Budget

Many people think budgets are about deprivation. As a financial advisor, I feel they are about liberation. Here’s a simple three-step plan to create a budget that you will feel excited to follow. Step #1: Understand the real purpose of a budget.It’s not necessarily...
If This Happens, Will You Be Protected?

If This Happens, Will You Be Protected?

Cancer. Stroke. Broken bones. Every day, thousands of Americans find themselves on the receiving end of these diagnoses. While such health challenges are never fun to confront, the diagnosis is just the first of a “one-two” punch.  First, you have to work with your...