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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March 7th, 2022
Three Ways to Fight Inflation from Home
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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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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…
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July 19th, 2021
Your Money & Modern Monetary Theory
What is Modern Monetary Theory? Honestly, I didn’t know! I kept hearing it in the news as it has become a buzzword, similar to transitory inflation. Who says the word transitory in daily life? Apparently, it means temporary. Maybe the population wouldn’t freak out if the media just said the experts believe this spike in…
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June 23rd, 2021
Planning (And Paying) For Home Care
Home Care or Home Health Care? One of my clients works in home health and she wanted me to share my opinion on saving for the future costs of home care and home health care. Before we get into the numbers did you know there is a difference between home care and home health care? …
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May 28th, 2021
Is Financial Advising a Scam?
Is Financial Advising a Scam? Don’t Fall for It! Financial Advisors know the look we receive when we tell someone what we do for a living. It usually involves an eye roll as if they’re just waiting for your sales pitch. The question is if they really hate salespeople that much or do they believe…
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April 29th, 2021
Three Reasons Why You Need a Financial Planner
While there are many reasons why I personally believe we all need a financial planner, there are three main reasons. The three reasons why you need a financial planner are convenience, consistency, and the opportunity for growth. Technology has found ways to replace many jobs and this trend will probably continue. However, I believe these…
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February 20th, 2021
Why I Love Being a Financial Advisor in Goldsboro
It can be hard finding a financial advisor in Goldsboro and the surrounding towns in Wayne County, but I love our community. Advisors make most of their income from managing a client’s investments, so if there aren’t assets to manage, it can be difficult to make a profit. It becomes a numbers game, which leads…
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January 20th, 2021
What to Expect From Your Financial Planner
I can preach all day about the advantages of financial planning and the need for all people to use these services. However, sometimes it helps to hear from others, so my readers will not think I’m crazy or the typical salesman just pushing their services on consumers. In a perfect world, my job wouldn’t even…
