CERTIFIED FINANCIAL PLANNER™ Practitioner
I love being part of a team that provides top notch financial guidance that is accessible to everyone. We make a genuine difference in the lives of those we work with and it’s incredibly rewarding
I love answering email questions. Especially questions like this one. Whereas I hated good, better, best multiple-choice questions in school,...
Read in 5 minutes
How much is in your checking account right now? Now, if there was $25 less than that, would you care?...
Read in 3 minutes
Have you ever purchased something you really didn’t intend on buying and then later on, couldn’t figure out why you did it?...
Date: October 6, 2021 Topic: There are a number of important changes happening with student loans. Some of the...
Read in 1 minutes
The advanced Child Tax Credit payments have started appearing in our bank accounts and mailboxes and many people are wondering...
Date: August 3, 2021 Topic: The CDC announced a 60 day limited moratorium on evictions in areas with high Covid...
Read in 1 minute
I’m starting to look at purchasing a home. I have some cash saved for the down payment. However, I’m not...
Read in 2 minutes
Hi, First off, thank you for the podcast. I listen to each episode and I appreciate that you make personal...
Hi! I have what would be considered a high-quality problem. Last Dec, I started a great job with a great...
Read in 6 minutes
Take your wellness offerings to the next level with our team of financial guides.