Articles About Personal Finance
Credit scores are something I often talk to clients about, especially if I am advising them on a decision about a home purchase, HELOC or line of credit. It's important to understand credit scores and how to keep them in good standing. Hint: Start with good financial habits.
Cleaning out closets and purging your home of junk is a common spring ritual, but what about your money? Here are 6 easy things you can do today to freshen up your finances and make sure they are in great shape.
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Looking For a Second Opinion?
Maybe you already have a financial planner or have access to one through your bank, but you’d like reassurance that their advice is in your best interest? Or maybe they aren’t offering advice at all?
Feel free to book a complimentary appointment with me for a second opinion. I will review your investment portfolio with you and let you know if you’re invested in the right accounts and what you could do differently to reach your financial goals sooner.
Get a Second Opinion