In my work with clients over the years, one of the most common questions I get is, “Should I purchase investment real estate?” Most of the time, the client’s interest is in purchasing a single-family residence as a rental property with the strategy of rental income paying down the mortgage for...
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Most of us don’t particularly like receiving unsolicited advice. Yet, when it comes to investing, we are eager to listen to what people are offering. Gatherings with friends can present the perfect opportunity to hear these unsubstantiated remarks. “Have you heard about Company X? Their price is...
There’s no two ways about it–identity theft stinks! Our data as consumers has been online for so long that it’s almost hard to find someone who hasn’t been impacted by identity theft. It’s a cumbersome mess to untangle, even though, in some cases, the process has become somewhat easier. Ne...
Football season is upon us yet again and I, for one, could not be happier. For me, the return of the NFL every year is part of such a nice routine: the kids are back in school, fall is around the corner. The weather will start to cool at some point, the holiday season isn’t […]...
This summer sure felt different than last summer. For many there has been a gradual return to normalcy: a joyful family reunion, a long-postponed vacation or a breath of fresh air without a mask. Yet, as the summer begins to wane we’re reminded how precarious normalcy can be these days. Consid...
Providing your family and loved ones a path to financial success requires looking at variables other than your 401(k) or IRA accounts. It forces you to look at the other pieces making up your financial plan, notably insurance. Insurance coverage comes in many forms: car, house, life, disability, hea...
A newsletter focusing on fostering financial confidence through education. In our latest issue read how the COVID-19 pandemic continues to have us reevaluate what we’re looking for out of life. View the PDF here...
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