Seeking a Better Work Life Balance
I recently realized the majority of my clients are highly successful professionals seeking a better life balance. Fortunately, my advanced financial planning process helps with that.
I recently realized the majority of my clients are highly successful professionals seeking a better life balance. Fortunately, my advanced financial planning process helps with that.
Are you a rocking horse investor? Lots of movement, but what sort of progress do you make?
There are lots of reasons why I prefer ETFs. Here I share a few of the most important ones.
I have been a CFP for over a decade and recently thinking more about the designation and how it is used. I figured it was worth sharing some of my thinking.
I wanted to share some more details on how my single flat fee compares to the average advisor fees.
It is time for me to share a few good books I have been reading lately. Enjoy!