There are many excuses why people avoid financial planning. Some are very creative and way out there, but most are reasonable. A financial planner’s job is to help the client work around their excuses and prepare for their future. As much as I hate to admit it, part of a financial planner’s job includes selling. …
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April 27th, 2023
Top Three Excuses People Use to Avoid Financial Planning
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March 17th, 2023
Capitalism in America
Capitalism in America I recently read Capitalism in America: A History, by Alan Greenspan and Adrian Wooldbridge. Like all history books, it can be a little long, but it’s very interesting. I always had trouble with books like this in school because there is so much information. I love to learn, but what I found…
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February 25th, 2023
Stock buybacks
Why should a financial planner be concerned about stock buybacks? The only thing I don’t like about financial planning and the overall study of economics is that I must pay attention to the news, especially what’s happening in Washington, DC. As many of you already know, I loathe politics. The concept is great and I…
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January 22nd, 2023
Focus in Financial Planning
Focus, in financial planning and in life, is one of those underrated characteristics that need attention. We live in an age where we can instantly access almost all of the world’s knowledge, yet our attention span is the shortest it has ever been. I experience this myself because I cannot stream shows or movies on…
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December 7th, 2022
Your Financial Planning Team
Financial Planning starts with a story. The New York Rangers won the Stanley Cup in 1994. What does that have to do with financial planning? I promise we’ll get there, but first let me tell you a little story. The Rangers’ 1994 Stanley Cup run was my first exposure to hockey. Calm down, my Hurricanes…
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November 3rd, 2022
My Vote My Money
Which way should you vote to help your financial plan? Unfortunately, there’s not really a clear answer. All politicians say they have a plan or they’ll go into Congress and fight for us. We’re all supposed to drink that Kool-Aid, fill out our ballot, and wait for them to bring prosperity to our lives, right?…
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October 5th, 2022
Faith in Financial Planning
Faith in Financial Planning It has been a while, so let’s get back to the Fruits of the Spirit in Galatians 5:22-23 ESV: But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, self-control; against such things there is no law. Faithfulness is another one of those words used in so many different ways that the…
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August 31st, 2022
Student Loan Forgiveness Program
Is the Student Loan Forgiveness Program a good or bad thing? Recently, President Biden announced his Student Loan Forgiveness Program. When will this start or will it even happen? Well, we don’t know. Normally, when things like this are announced, there are still many steps that must be taken before the new program becomes a…
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July 28th, 2022
When Should You invest?
When Should You invest? With so many of us taking vacations to the beach this summer, I’m hoping my next statement will start hitting home. Yes, I will continue to say it as long as I can speak. The stock market moves in waves. As you sit on the sand, watch the waves form in…
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June 28th, 2022
Recession, Recession, Recession
How can we survive a recession? Did you know there is a chance of a recession looming on the horizon? If not, do you live under a rock? Depending on which channel you watch, the recession could be short or it could be the end of the world. This is why when we invest, we…
