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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July 28th, 2022
When Should You invest?
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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…
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June 2nd, 2022
Patience in Financial Planning
Patience is a vital tool in financial planning. As I mentioned in my last post, I want to do more with Faith-based topics in financial planning. As we look again at the Fruits of the Spirit from Galatians 5, let’s focus on patience. In a world where we can have anything our hearts desire almost…
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April 28th, 2022
Financial Planning: Asking for Help
Humility – Asking for help with financial management. There are millions of websites telling you about financial management and it will be difficult for me to pull the audience away from those sites. I have a degree in finance and still look at those articles myself, so I don’t fault you at all for going…
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March 7th, 2022
Three Ways to Fight Inflation from Home
Inflation is nothing new. We have all heard our elders say things like, “In my day I could buy a loaf of bread for a nickel.” Nickels and other monetary units are still the same as they were then, but the purchasing power has declined. In essence, this is what inflation means. When we have…
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January 21st, 2022
Tithing is an Investment
Financial Planning in Pikeville, North Carolina Pikeville, North Carolina is a small town with about 700 residents. Pikeville is in Wayne County, which has approximately 120,000 residents. Being a financial planner in Pikeville brings an interesting challenge because it’s not so much about having more money as it is about maximizing the money we have. …
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November 24th, 2021
The Three Questions We All Ask Ourselves
Financial advisors can talk about money all day, but we really want to know about you; the client. It’s hard to help you reach your clearly defined, reasonable goals if we don’t take the time to get to know you. While financial planning is a fairly new industry, the concept is as old as mankind….
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September 23rd, 2021
Why Does Your Credit Score Matter?
Why does your credit score matter? Simply, it can help create opportunities. We can sit around complaining about how our jobs should pay us more for our entire lives. The odds are nothing will change, so we must take steps to help ourselves. Also, many of us work at small businesses where our employer cannot…
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August 25th, 2021
Embrace the Seasons
This month’s blog is going to be a little different. Originally, I submitted this to one of those motivational websites. After three weeks I still haven’t heard anything from them, so I guess it wasn’t accepted. Sure, it was a little disappointing not getting part of my story in front of a huge audience, but…