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…
-
January 22nd, 2023
Focus in Financial Planning
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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….
-
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…
