This is a post that may make some parents upset, but I think it is a post that is needed. Let’s be real, we all have gotten some good and bad advice from our parents growing up. I know their goal was to help us, but sometimes the advice they gave us was right for them when they were our…
Having a baby is one of the most exciting times in life — but with new adventures comes new challenges. For many soon to be parents, the months leading up to the baby’s birth are very hectic. There is so much to do but also so much to learn. Where do you even start? To help you get off to…
It has been about 3 months since the Biden administration extended the pause on federal student loans, however, they did make it clear that this is the last time. This means everyone will be required to start paying on their loans again on February 1, 2022. It’s crazy it has already been 2 years (almost) since borrowers were required to…
According to the Census Bureau, more than 4.4 million new businesses were created in the U.S. during 2020 — the highest ever on record. That’s a 24% increase from 2019 and is 51.0% higher than the 2010-19 average. COVID accelerated the shift to this digital world we live in making it easier than ever to start a business. I am…
Looking to hire a financial advisor towards the end of this year? 🤔 I want to help you out! 👇 Here are some important questions to ask when hiring an advisor and why they’re important! 📝 1) Are you a fiduciary? Many advisors are not required to act in your best interest. Typically, these advisors are one’s who can sell…
I thought I would switch it up this week and talk about something fun and relevant to many people — fun, cheap, date night ideas for those who are on a budget. For me, date nights are a large part of my budget. I value going on fun dates, nice restaurants, good drinks, etc. but I also do love a…
It’s 2021, and cryptocurrencies are finally becoming more and more mainstream. Bitcoin alone in the last 12 months has gone from roughly $10,800 to almost $50,000 and Ethereum has grown from $350 to over $3,400. The crazy part about it all is that only about 4% of people in the world currently own cryptocurrencies — meaning there is still a…
“Saving creates options for you to pursue things in the future that you don’t even know you want today.” Last week when Treyton and I were recording our podcast, this quote somehow came out of my mouth and I realized that a blog post had to be written about this idea. For many people, saving is something that is only…
I have wanted to write about this topic for a while now. After working with over 80 households of people aged 22- 40 in the past 4 years, what I have found is that many people in this age range are unhappy. They feel lost. They had this vision in their head of how life was going to go. They…
Here’s a common question that comes up in my first meeting with prospects: “Okay, so if this is going to cost me $150 a month, then I expect you to make me more than that. Is that fair?” As an advisor, you do want to help grow your clients’ investments, but an advisors’ value is not that simple — investment…