Best Practices for Data Security One of my all-time favorite movies is Mel Brooks’ classic 1980’s Star Wars inspired spoof: “Spaceballs.” Other than being hilarious, it can teach us some life lessons. For example, never underestimate the power of the Schwartz, buckle your seat belt before going to ludicrous speed, and absolutely do not hit
Avoid Breaking the Bank This Holiday Season How is it that time of year already?! Time goes by fast, and so can your money during this time of year! The holiday season always makes me think of the classic movie “Home Alone.” Kevin McCallister was accidentally left behind while his entire family went to Paris
Credit Cards: Which Credit Card is Right for You? Credit cards are kind of like chainsaws. When used properly they can be extremely helpful tools, but if they are used improperly, they have the ability create a horrendous amount of damage. Considering this, it’s important to take the right steps to make sure that you
How to Protect Your Wealth as You Get Older As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg. As you approach this stage of your life, you need to take steps to protect your wealth. Keep
Did You Know? – Low Mortgage Interest Rate Environment Home Buying Opportunity Historically Low Mortgage Interest Rates If there is one good thing to come out of the coronavirus pandemic it’s that it has created a huge opportunity for home ownership! Did you know that for the first time in recorded history, the average
THE INSURANCE SERIES | PART 4 LONG-TERM CARE INSURANCE Today I want to talk to you about a very important piece of a financial plan, that I find a lot of people are missing: Long Term Care Insurance. Long Term Care Insurance is a type of insurance that will help cover the cost of
THE INSURANCE SERIES | PART 3 DISABILITY INSURANCE Today, let’s talk about disability insurance. I find that this is a common missing piece to many of my clients’ financial puzzles. If someone is dependent on your income, or you are dependent on theirs, and there aren’t enough assets to cover everyday costs should a
HAPPY FINANCES = HAPPY MARRIAGE It’s supposed to be the happiest time of your life! You just got engaged and are now planning your dream wedding. No one wants to come off that high to have that awkward talk about their finances. BUT YOU NEED TO!! Did you know that one of the biggest reasons
THE INSURANCE SERIES | PART 2 LIFE INSURANCE Today, I want to talk to you about Life Insurance. Life insurance has multiple uses, including charitable giving, covering your heirs estate taxes upon your death if you have significant assets, and even building cash value for the purposes of saving for college and retirement. But for
THE INSURANCE SERIES | PART 1 IN A NETSHELL Today is the first video in a four-part series about insurance. I know that it’s not everyone’s favorite subject because a lot of us dread spending money on something we may never use, but insurance is a necessary part of having a comprehensive financial plan.
