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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April 29th, 2021
Three Reasons Why You Need a Financial Planner
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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…
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December 17th, 2020
What Jesus Teaches Us About Money
What does Jesus teach us about money? Many people have attempted to tackle this subject, perhaps since the beginning of Christianity. We celebrate the Christmas season as the time when Jesus made His physical debut in our world, so I thought this would be an opportune time for me to make my first attempt to…
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September 20th, 2020
The Cost of Finding Yourself
What does finding yourself even mean? Finding yourself seems to be a difficult task. People use the term in so many different ways that I don’t really understand it. For me, it’s easier to understand a sports team’s identity. A team embraces its identity, then works together to achieve a common goal. The difference between…
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July 19th, 2020
The Coffee Can
Folgers coffee ran a campaign that really hit home for me and there was very little coffee involved in the commercial. The family wrote something on a piece of tape, which they stuck to the coffee can. The word on the tape was a product they desired, such as a new baseball glove, and the…
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June 22nd, 2020
Once in a Lifetime…
Did you watch the SpaceX launch on May 30, 2020? I did! I know the world is hurting right now, but let’s take a moment to appreciate the magnitude of the launch. According to pre-launch interviews, SpaceX had been working toward this moment for about 20 years and it’s really just the beginning. Elon Musk,…
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March 19th, 2020
Investing Like a Tortoise
Animals play a role when we talk about the stock market. If you’re a bull, or “bullish,” then you believe the markets will rise. A bear, or “bearish” investor, believes the market is going down. With the current market reactions to the Coronavirus Pandemic, I’m reminded of a story involving two other animals. Have you…
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February 14th, 2020
Love and Money
English was always my toughest subject in school. My struggle wasn’t really with the language, but with interpretation of what we read. I always missed the subtle meanings of an author’s words that teachers loved putting on tests. I would love to go back in time to ask classic authors (and artists) about our interpretations….
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January 11th, 2020
A Matter of Time
When I study wealthy entrepreneurs of our past and present they all have one thing in common: They are experts in time management. They understand it to be their most valuable asset as we have a limited supply of time in our lives. Time management is learned well before their wealth is obtained. Hiring employees…
