Planning For Your Future

I went to fill up the other day at the gas pump and it cost me $50 bucks! I remember in the middle of 2020 when the virus was raging across the country it cost me less than 20 to fill up. It can be frustrating when you are paying 2 or three times what…

We just got back a few weeks ago from Disney World. Typically I am excited to see the looks on my kids face and enjoy the experience through their eyes. On this trip I think I was the most excited! Although my daughter and son really like Star Wars I have been a Star Wars…

The other day I was networking with some professionals and we talked about the stages of planning. We had a discussion about the stages of planning which was described like a traffic light. Red Light, Yellow light, then green light. The stages were then explained to the group. There were 3 stages The red light…

Hello everyone. I missed writing my blog last week and its mostly due to the title of my post this week. I was living my life because I have a career that allows me to take time off when I want. 78% of this country lives paycheck to paycheck, meaning first they have a job.…

After we got back I started to think about how this related to a financial journey. In particular, how people invest in the market. If we had everything invested in Tarantula’s we would have had a bust, but we did find another type of spider and got something we were not expecting … an amazing…

I thought I would start this weeks blog addressing some major concerns that the most people are facing this week. When I write my blog I do it with a feeling. Some weeks it might be habits of successful investors, some weeks it might be to do with personal client stories that I have helped…

Hello everyone! I am starting a blog to deliver personal financial answers to your questions that you might not want to ask. I will also be writing this blog to help everyone understand these uncertain financial times we are living in. I have been helping middle income families for over 8 years achieve all their…