Financial Planning, Millennials

How Am I Taxed?

With the combination of all the craziness of Bitcoin, Gamestop, AMC, etc., and tax season being around the corner, I thought it could be helpful to take a deep dive into something that confuses a lot of people, taxes. As I scroll through Twitter, I think I see a minimum of 10 tweets a week talking about how people wish…

Continue Reading

Financial Planning

Overcoming Regret

For the last while, I have been writing about topics that are directly related to your financial plan, but I thought it would be good to switch it up this week and talk about something deeper that many people struggle with financially, regret.   Whether it comes from over swiping a credit card, not investing early enough, cashing out a 401(k),…

Continue Reading

Financial Planning, Millennials

How I Manage My Money

One of my goals for 2021 is to continue to educate young professionals on topics related to personal finance. It’s actually the most important goal for me this year. When I took the job as a financial advisor, I did not realize how little we as a society know about money and how to manage it. We spent years and…

Continue Reading

Big Picture, Financial Planning, Millennials

What Is It Like To Work With A Financial Advisor?

One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…

Continue Reading