How I Can Help You Achieve Financial Success
With over 40 years in the financial services industry, I bring the experience and knowledge needed to guide you through the complexities of investment decisions. Here are the benefits of working with me.
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7 Money Mistakes That Make People Seek Help From Financial Advisors
I’ve spent years helping clients see and avoid these common money mistakes. We all make them, but the key is to learn from each mistake and solve the problems. Working with a financial advisor can help you avoid these issues, make a plan for the future, and give you the confidence to make good financial decisions.
Finishing Strong
I had this amazing blog on ROTH IRAs almost completed and a couple of things happened. First, the Summer Olympic Games in Paris started; and second, there was a slight stock market correction that had been percolating since mid-July. I LOVE the Olympics.
The TANSTAAFL Theory, Part 2
Do you have a “stress tested” plan for what your retirement looks like for you and your spouse? It’s easy to have a retirement account that is based on accumulation only, but what does your plan look like once you start “de-accumulating” or going into withdrawal mode?
The TANSTAAFL Theory, Part 1
TANSTAAFL. Yeah, this is a real thing. It’s an acronym for the phrase: “There ain’t no such thing as a free lunch.” No free lunch demonstrates “opportunity cost” which says clearly, to get one thing that we like, we usually have to give up another thing we like. You just can’t have it all!
This One’s for the Ladies
This One's for the Ladies So where am I going with this one, you ask? Simple. There is a distinct difference between the investment traits of men and women. For the sake of this blog, I’m going to focus primarily on single people, as that’s my demographic. Where many married people are
You Are Here
Has someone or something told you that at this point in your life, you should have a net worth of a certain amount or a certain balance in your retirement accounts and other investments. Maybe you thought you would be retired by now. Who knows where you fit in this, but I know you fit somewhere!
Questions In Search of Answers
I had an old friend from my high school days in Knoxville reach out to me late last year. We spent the better part of an hour just reminiscing about people and common memories, but eventually, our conversation came back around to what exactly I do as a Comprehensive Financial Advisor. As my friend is getting ready to retire, he had several questions to ask me.
It’s the Most Wonderful Time of the Year 2023
I hope it’s been a great 2023 for you. It has for me, but in different ways. As I’ve said on multiple occasions, Dad always taught me to work hard. He never taught me to play equally as hard. Retrospectively, there are several thoughts worth sharing.
It’s Hard to Steal Second Base
It’s Hard to Steal Second Base… "It's hard do steal second base with your foot on first!” This is a famous quote by Ty Cobb, a major league baseball player from the early 1900s who was known for his base stealing ability, among other things. Notably, he was among the first group of
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