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Month: April 2024

How to take the guesswork out of your spending

Pop quiz: How much do you spend at the grocery monthly?

I’m serious — I want you to take a guess, and then I want you to look at your credit card statement and see how close you were to the right answer.

Financial Planning Explained: Why all of us could use a financial advisor

There’s a saying in our industry that Americans spend more time planning their summer vacation than they do their retirement.

Now most people probably hear that and think it’s a bad thing. But I look at it differently: You’ve got better things to do with your time today than worry about your financial picture. That’s where I come in.

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