News flash: It appears Prince didn’t have a Will:

News flash: It appears Prince didn’t have a Will:

Prince died without a Will, According to Court Documents Filed by His Sister. What does Prince have to do with financial planning?  Well everything. For an artist who was reported to  have complete control over every part of his life and music, Prince passed away without a plan for his death.  Like all of us, Prince didn’t…

Penny wise, pound foolish

Penny wise, pound foolish

As a CFP®, I work with clients everyday guiding them through the process of finding the balance between spending and saving.   The British saying, “Penny wise, Pound foolish”, means, watching your pennies and ignoring your dollars. While it is important to respect your budget, there are things in life which you need to maintain for…

Don’t assume your family and friends are clairvoyant!

Don’t assume your family and friends are clairvoyant!

The Advanced Health Care Directive is a legal document which allows an individual to grant someone else the legal responsibility to make health care decision on your behalf if you are unable to make them for yourself. Simple right? There are three things to keep in mind: Follow through on your Advanced Health Care Directive…

Start at the very beginning

Start at the very beginning

Saving,  when you’re trying to pay off your credit cards and student loans or you’re just starting off can be overwhelming to get your head around, where to begin? let’s start at the very beginning a very good place to start when you read you begin with abc…  The Sound of Music is a musical…

Have you paid for your hamburger?

Have you paid for your hamburger?

When people ask me what I do and I tell them, I’m a CERTIFIED FINANCIAL PLANNER™, there usually is a pause. The next sentence is either a question or a what if scenario. Lately, the questions have circled around credit card debt and student loans. How does one move forward in life when their past…

How is a Certified Financial Planner™ different from other advisor?

If your financial life seems to be spinning out of control, you’re not alone. Over the last 25 years or so, the responsibility to save for retirement has shifted from employer to the individual. Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for…