Have you ever heard of the Aesop’s Fable about The Ant and The Grasshopper? The general gist of the story is that the ant is busy collecting food for the winter, while the grasshopper is singing, dancing and enjoying the summer. The grasshopper has access to the food they need at that moment and doesn’t think the work the ant is doing is necessary. The moral of the story is that...
Read More
Clients sometimes ask how they can help their kids learn to be smart with money. The truth is it's never too early to start teaching in this area. Money is a way to teach values that are important to you and instill those values in your children, as well as set kids up for future success. Children will fail when it comes to money-related decisions, and that is part of...
Read More
For many people, getting started with a financial advisor can feel a lot like reaching into the unknown. Rest assured knowing that the initial meeting with me is a time for us to get to know each other to see if we’re a fit to work together and talk at a high level about your financial life. Why do you want to meet with a financial...
Read More
Now that you’ve received your list of SmartVestor Pros, what is the next step to finding a financial advisor who is right for you? Before agreeing to work with the first person you meet, ask your SmartVestor Pro these questions. Be clear that you’re seeking a long-term business relationship so you want to be sure they are the right fit for both of you. I’ve answered...
Read More