I am a CERTIFIED FINANCIAL PLANNER™ professional who started my financial planning career in early 2016 focused on supporting young professionals at the beginning of their savings journey. I did very well at that, becoming the top producer of my 25-person team in my first full
6 Things To Know If You Want To Retire Abroad
Americans considering retirement outside of the United States should think about these six questions before choosing a destination.
How To Overcome Spending Impulses To Stay On Budget
People are often urged to purchase things they don't need. This is a discussion of spending psychology and how you can overcome spending impulses to stay on budget.
6 Financial Tips For People Looking To Buy An Investment Property
This is a discussion of financial considerations for people who want to add an investment property to their portfolio.
Evaluating The Pros And Cons Of Your Employee Stock Purchase Program
Employers at publicly traded companies may offer employees the opportunity to purchase discounted stock. This is how to weigh the pros and cons of the program.
How Inflation Impacts Your Financial Plan And What To Do About It
Since 2020, many investors have expressed concerns about inflation. Here is how it impacts your financial plan and some steps you can take to reduce its impact.
Tax And Financial Planning Strategies For Employees Receiving RSUs
Receiving stock awards in the form of restricted stock units (RSUs) comes with distinct vesting schedules, risks, and tax implications that you will need to consider.
6 Financial Strategies For Couples Having Their First Child
Having a baby can create a lot of financial change. Here are six money moves to consider when having your first child.
8 Financial Moves Singles In Their 30s Should Be Making
If you’re a single person in your 30s, no matter what your lifestyle looks like, there are eight financial moves you should be making.
Understanding Monopolies And How They Can Impact Your Financial Plan
Understanding monopolies is important for financial planning because monopolies have control over the market, which can impact prices, competition, and market dynamics.
How To Choose Someone To Help You Hit Your Financial Goals
You are much more likely to achieve a financial goal when you have an accountability partner. Here is how to choose one.