Business

Many Americans at one point or another will deal with an unexpected event that has financial implications. As a financial advisor, I’ve witnessed many families encounter – and more importantly overcome – financial setbacks. For most families I work with, setbacks occur because of circumstances beyond their control, such as a job layoff, a car accident, a house fire or the onset … [Read more...] about How to Bounce Back After A Financial Setback

For those of us who choose or need to stay in isolation during the pandemic, being alone is a factor that cannot be ignored. On the one hand, the need to protect one’s physical health is obvious. But, on the other hand, being by oneself all or most of the time can be negative to mental health. Many of us are social animals. Regardless of whether you’re introverted or … [Read more...] about Video Conferencing Enables Socially Distant Face-to-Face Communication

Is your son or daughter heading to college? If the answer is yes, it’s an exciting moment in your child’s life. But, financially, it can also be a paralyzing time if they do not have a principled approach for managing money. Out on their own for the first time, your child has an opportunity to sharpen their financial skills for the future, but they are vulnerable to mistakes. … [Read more...] about Financial Wisdom for College Students