Cash is Earning What?!??
Is your cash generating interest of over 4%? Did you just say that cash is earning over 4%? Isn’t that better than the market right now? Is your financial advisor paying attention to what your cash is earning? I was having a conversation with a neighbor recently. We...
Can a financial planner help me save thousands of dollars?
A financial planner can help you save thousands of dollars in payable tax.
Fiduciary Apple Pie
Within financial planning, there is a broad spectrum of ‘advisors’ out there. Some have a fiduciary duty and some do not. I don’t typically like to rank things using words like good or bad, but there are some really bad advisors in this world. In fact, good advisors...
What is a recession? What impact will it have on me? How do I prepare?
There's an aweful lot of talk about recession these days. You might have some questions coming up like; What is a recession? What impact will it have on me? and How do I prepare? Here's a clear explanation to address some of your concerns along with a solid approach...
Chocolate and Peanut Butter Financial Advice
I’d like to welcome you to listen to my short story about how I got where I am today and how baking and financial planning go together like chocolate and peanut butter. Perhaps you will even find a few crumbs in here to help you on your journey! See, I’m a Capricorn....
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