Blog

If you’re thinking about becoming a parent (or are soon to be one), it’s important to make sure you’re adequately prepared financially, just as with any other major life events. The more focus and time you allocate to planning, the better off you’ll be when your children arrive.

We’re all familiar with the old adage “you can’t buy happiness”. But is this really true? In my experience, both from my own life and working with thousands of clients over the last 15 years, having your financial life organized is certainly an integral component of happiness.

We all know the markets are turbulent at the moment. It’s also well documented that losses tend to affect even seasoned investors more than gains. So if you’re finding that your normally strong mindset is being tested during this time – you’re not alone! Here are 9 important things to keep in mind during this period.

Have you considered investing in mutual funds but haven’t yet because you don’t quite understand what you’d be putting your money into? If so, I wrote this for you!

If you’re ready to fix your finances this year, here are 11 steps to help you on your journey. I hope you find them useful!

So many professionals work so hard to make and accumulate money, but then slip up when it comes to protecting it. Here are 3 ways to protect what you’ve worked so hard for.