Making Progress in 2022
For this quarterly newsletter's main article, I thought I would create a suggestion list of healthy financial tasks to tackle at the
Based on dozens of conversations I have had recently, many clients are surprised about the rapidly rising costs of real estate considering we are 12 months into
Question: Justin – Any tips for how to deal with all the stories of people getting rich quickly by making big bets on individual stocks, crypto, or some of the
Question: Justin – Because of the low interest rates, we’ve been looking into the possibility of refinancing our mortgage. Our lender sent us a bunch of options
This quarter’s column is a bit different as it is about a topic that is personal for me. It is not directly related to finance, but the way of thinking I am
Question: Justin – We are planning to start trying to have a child in the next few months. What financial topics should we be thinking about that weren’t as
Over the past four months I’d estimate I’ve heard more financial predictions than I’ve heard in the past four years. I understand the unprecedented nature of
Note: This article was originally written in March of 2018
I met with two different new clients this past month who both said almost the same exact thing to me
The start of something new (a new job, a new relationship, a new house, a new year) brings up feelings of optimism, hope, and determination. It can be seen as a
I like simplicity. There is beauty in simplicity. One of the most satisfying parts about my job is helping clients find solutions to their biggest financial
