We’re halfway through 2018, and after a booming 2017, our economy has seen its fair share of ups and downs, market volatility, trade uncertainty, and record unemployment numbers. However, as most individual Americans see it, things are looking up. Here’s a bird’s-eye view of our economy as we reach the mid-year mark of 2018. Read More “Our Mid-Year 2018 Economic Update”

Over the course of my 15 years in this industry, I’ve seen my fair share of successes, hurdles, and mistakes. While working with clients, when we talk a lot about what success looks like, it’s just as important to know the potential potholes and how to avoid making the mistakes others have made.

While there’s a long list of mistakes I’ve seen, I believe there are five crucial mistakes I believe are important to avoid making. Read More “The 5 Biggest Financial Mistakes I See”