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How To Find A Financial Advisor – 7 Rules
In my 32 combined years of servicing clients I have found that so many people find themselves wondering who they should trust with regards to getting advice and services. With so many options and different opinions to try to comprehend, it is no wonder that so many...
What Is A Financial Plan
Do You Really Have a Financial Plan? So, it’s National Financial Planning Month! What a joyous time of year! But no, really. The holiday season is upon us. Thanksgiving, Christmas, Holiday Parties, Family Dinners, Travel and Spending. It’s no wonder that so many...
Why you should do a Mid-Year Review…
Mid-Year Review Can you Believe we are Half-Way Through 2018?!?! Its a great time for a Mid-Year Financial Review. A Mid-Year Financial Review Should Cover 6 Areas 1. Your Cashflow – Income vs Expenses 2. Your Insurances – Life, disability, etc. 3. Your...
Staying Healthy During A Crisis
So, I was recently asked to speak at the Ohio State Bar Association and cover the topic of how to stay Healthy During A Crisis. We had a great organic conversation on the topic. Here is what we discussed. 1. IDENTIFY THE CRISIS A crisis could be a health issue, losing...Click here to schedule a call with me!
