I wrote on this subject for my Buzz Around Wayne County article, but I wanted to add to it because I am only allowed 250 words with the paper. You can see the original article on my social media pages. The Holiday Season brings a great question: Instead of buying every object our children want…
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November 9th, 2018
The Millennial vs. The Account Minimum
“I would work with you, but my finances are a mess and I don’t have enough money to plan with.” I actually think people in this situation are exactly who need the services of a financial planner. I believe that at its core, financial planning is about building a future, not just managing assets. If…
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October 3rd, 2018
Attention Nonprofits!
As we begin the fourth quarter of 2018 I am curious. If you manage a church or other nonprofit, are your donations as high as last year? With the new tax law there were many changes, but the one effecting nonprofits the most may be the increase in the standard deduction. If a married couple…
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September 1st, 2018
For Immediate Release
Recently, I became a CFP® Professional. There are templates for press releases on the CFP® Board website, so that new recipients can inform their community of the accomplishment. While I appreciate the template and will quote some of it, I started my practice to be different from the others and that means I have to…
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November 8th, 2017
Egos Are Expensive
A person would rather struggle than ask for help. It sounds crazy, right? If you think about it, you’ll realize that we all do it to some point. I learned a long time ago that it’s ok to ask for help. Having a disability means I need help with everything. Things would get pretty messy…
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