Hey there, young professionals! It’s time we talk about a crucial aspect of your financial life—investing. As a financial planner, I often encounter...
As a financial planner, one of the most crucial pieces of advice I can offer is the importance of having an emergency fund. Life is full of unexpected...
As a high-income millennial, you have worked hard to achieve a level of success that many people your age aspire to. With your busy lifestyle, you may...
In uncertain times, having a review plan for your finances in place is vital. Needless to say, 2022 has gotten off to a rocky start. Political entrenchment...
It’s hard to believe we are quickly approaching the end of the year. As we head into the holiday season and work (hopefully) begins slowing down, here...
The Roth IRA can be a great way to hedge against rising taxes in retirement. One of the best aspects of a Roth IRA (or Roth money set aside in a 401(k)...
Lifestyle inflation, also known as “lifestyle creep”, is that slow but steady creep of spending more over time on luxury items and things that go beyond...
2020 was an unprecedented year in recent memory to say the least. The pandemic drove a number of trends, including younger Americans storing away cash...