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
Question: Hey Justin, what are your thoughts about refinancing a home mortgage that we got recently?
Answer: This is a good and timely question. As I write this
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
