Financial Planning Lessons from the Paris Olympics

By |2024-08-21T21:41:48+00:00July 26th, 2024|Investing Basics|

The Olympic Games: a grand spectacle where the world's top athletes compete, nations unite, and we all pretend to understand sports we only see once every four years (looking at you breakdancing). The Paris 2024 Olympics isn't just a feast for sports enthusiasts but a goldmine of lessons on [...]

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The X’s and O’s of Financial Planning

By |2023-10-12T17:14:16+00:00October 7th, 2023|General Finance|

The college and NFL seasons are in full swing - and if you're a football fan, you're no stranger to how much goes into every game, every week. Hours and hours of scouting, researching, and planning goes into each team's game plan. Just as your favorite team needs a [...]

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BUDGETING FOR A FAMILY

By |2022-09-26T12:44:21+00:00April 27th, 2022|Budgeting, General Finance|

If you’re expecting your first child, establishing a budget that includes your growing list of expenses is important for helping you manage your finances.  Starting a family is one of life’s most rewarding experiences. However, it will also profoundly impact your financial picture, with a list of expenses that [...]

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How much should I have in my emergency fund?

By |2019-06-14T22:28:01+00:00June 18th, 2019|Investing Basics, Uncategorized|

"Save it for a rainy day." These words probably came from your grandmother when she handed you 50 cents for taking out the trash. Now "rainy days" are a lot more threatening then they were when you were 5. Granny was telling you to save some of that allowance [...]

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5 Reasons Lockheed Martin Employees Don’t Need A Financial Advisor

By |2018-08-01T15:26:33+00:00July 31st, 2018|Planning|

No...that's not a typo in the headline. In this article, I'll talk about why you don't want to hire me- a financial advisor, to manage your financial picture. If you fall into one (hopefully more than one) of the five categories below, you might be in good shape to [...]

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