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What Happens to Your Money When the Market Takes a Dip? Are You Prepared for the Comeback?
10/30/26 Think about how hard you work to save and invest your money. Whether it’s putting money away from every paycheck, building your retirement savings, or trying to make your money work for you, the goal is usually the same, see it grow. What about when the market takes a turn and some of that…
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Has Your Advisor Told You About the Difference Between Average Return vs. Actual Return?
10/29/26 Let’s say someone tells you their investment averaged a 10% return over the last few years. Sounds pretty good, right? But if you asked how much their account actually grew, would the answer be the same? Not exactly! And this is where people can get confused when it comes to investing. This is something…
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Protecting Your Money From Market Losses Is a Thing?
10/27/26 When people talk about investing, the conversation usually focuses on how much money you can make. Something that is just as important though is the honest consideration of what happens to your portfolio when the market goes down. Building wealth isn’t just about finding ways to grow your money. It’s also about understanding the…
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What’s With All the Talk About Life Insurance?
10/23/26 When you hear the words life insurance, what comes to mind? Maybe it’s a policy your parents had, a benefit through your job, or something you’ve been meaning to look into someday. I used to think life insurance was just another bill and not really necessary. As I’ve learned more about financial planning, the…
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What Does Leaving a Financial Legacy Look Like?
10/19/26 When you hear the words financial legacy, what comes to mind? Maybe it’s leaving money to your children, owning a home, or having enough saved to help your family in the future. I used to think a financial legacy was something you built over your lifetime and left behind when you’re gone. But the…
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Are You Bad With Money, or Did Nobody Just Ever Teach You?
10/16/26 Maybe you have a job, pay your bills, and try to save when you can, but you still feel like you’re missing… something. I was here. I would hear people talk about investing, retirement accounts, and financial planning, and still feel like they were speaking a different language. The more I learned about personal…
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What Do Today’s Headlines Mean for Your Portfolio?
10/15/26 There’s just something about the news lately. Headlines about inflation, interest rates, stock market swings, and uncertainty about the economy. It can feel overwhelming! Especially when you have money invested and you’re trying to figure out what any of it means for your money. Being invested in the market can feel like an emotional…
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What Drives Most Outcomes in Financial Planning?
10/09/26 Financial planning is more than just saving money or investing for retirement. It is about understanding your current financial situation, setting realistic goals, and creating a plan to reach them. According to Investopedia, financial planning involves managing expenses, preparing for unexpected events, and making informed decisions about saving, investing, insurance, and protecting your wealth.…
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A Little WILL go a Long Way
10/07/2026 A lesson I’ve learned as a young adult, turned financial advisor, is that time is often more valuable than money. People will say, “I’ll start investing when I can afford to put more away.” Reasonable… but waiting for the “perfect time” can end up costing you more. You don’t need a huge amount of…
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It’s the Last Day of Life Insurance Awareness Month – Let’s Talk Investing
9/30/26 As it is the last day of September, which marks the end of Life Insurance Awareness Month. It serves as an annual reminder to step back from daily routines and check in on our long-term financial foundations. As a financial advisor, I have noticed that life insurance is a topic many people tend to…
