Tag: finance
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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…
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Investing Has Options -Let me Break it Down
9/28/26 My job is to keep things simple. A quote I have taken from a senior managing director in my company that I incorporate into my own practice is, “If you can’t explain it in a way that a 15-year-old can understand, you’re not doing it right.” Including my post from last week, 3 Common…
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You Don’t have Enough to Invest? You’re not Alone
When I look at saving, investing, and income together, I see a financial cycle. If you don’t earn enough, it’s difficult to save. If you don’t save, it’s difficult to invest consistently. And if you don’t invest, it becomes harder to build long-term wealth. But I also believe that recognizing where you are is the…
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What Even is Investing? (Human to Human)
9/25/2026 This is my favorite part of the industry, but it is also the most daunting part for some. I’ve learned that it’s because of the mere lack of knowledge about it. I was very fortunate growing up in a household where my mother would put my birthday and Christmas money away for me. She…
