Should you save or pay off your debt? This is one of the most popular questions that I'm asked. Watch this 1:39 video to see how I approach your answer.
What are 2 quick things you can do RIGHT NOW to start reducing your debt?
Investors say that they need $3 Million to retire...but could that be right??
35% of millionaires said their ability to be financially secure in retirement is “going to take a miracle.” Can YOU still retire?
Can YOU afford to spend 46% of your income on a new mortgage??
This is one of the most common questions I'm asked. Let's walk through how we answer this together.
Having minimal savings in the bank is a top contributor to money stress. Here's how you can reduce your financial anxiety.
Jim and Pam want to know if they can afford a new car for their family. Here's how we answer their question.
What's our process to help clients determine what they can comfortably afford? Click the video to find out.
There's a HUGE difference between tax planning and tax preparation.
Watch to see how we use technology to better serve our clients.
Why your financial plan is WRONG.
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