Needs, Wants and Wishes

Needs, Wants, and Wishes: A Smarter Approach to Retirement Planning I hope everyone is enjoying Spring. We go from treacherous to beautiful in a day! Yes, the market has volatility, but that’s a daily thing when you look closer. Let’s look forward to the days when you’re staring retirement straight in the face.

Needs, Wants and Wishes2025-04-15T10:45:11-06:00

Are You in It To Win It

Are You in It To Win It? Happy belated New Year, 2025. Needless to say, it has been a whirlwind start to the year. I hope yours has been as fruitful as mine. As always, I spend a lot of my time reading all of the different pundits' and economists’ thoughts on

Are You in It To Win It2025-02-11T14:19:32-06:00

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.

How I Can Help You Achieve Financial Success2024-11-19T09:57:58-06:00

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.

7 Money Mistakes That Make People Seek Help From Financial Advisors2024-10-16T08:44:10-06:00

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 22024-10-16T08:42:07-06:00

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!

The TANSTAAFL Theory, Part 12024-10-16T08:41:28-06:00

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

This One’s for the Ladies2024-04-16T09:00:18-06:00

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.

Questions In Search of Answers2024-01-30T12:31:44-06:00

Balancing Your Assets

One common theme I'm seeing with my new clients is that nearly 100% of them have balances in their savings, investment, and retirement accounts. The other "elephant in the room" is that they rarely have any kind of plan or strategy for how to use these accounts. Their savings and emergency funds are earning virtually nothing when they could be getting upwards of 3-5% if positioned properly.

Balancing Your Assets2023-09-18T12:59:46-06:00

Wisdom from a Cocktail Napkin?

Years ago, at a woman I was dating had a gathering of friends at her home, which of course included a selection of cocktails. I don’t remember what I drank that evening, but I’ll never forget the stack of cocktail napkins on the table, which said, “If you are what you eat, then I’m QUICK, CHEAP & EASY.”

Wisdom from a Cocktail Napkin?2023-06-22T09:02:21-06:00

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Brentwood, TN 37027

Phone: ‭(615) 506-0300‬