Blog

Here I will summarize and review investment and finance related books that I read for the month of April. Reading books is one of my favorite ways to learn about and stay interested in topics; especially investment and finance related topics!

Learn about the ins and outs of SIMPLE IRAs, SEP IRAs, and 401(k)'s

Here’s a look at the finance/investing related books that I read in May 2021!

How does one recover from bad financial decisions? Is it even possible? I know it is, because I did it.

When times get tough, it takes a little more focus to stay on track financially. One strategy for focusing on your financial goals is to literally occupy your mind with your goals. This is a great way to motivate yourself into doing what needs to be done; especially when you may not feel like it.

I work with clients across the generational and socioeconomic spectrums, but my wheelhouse is working with the professional Millennial. This is because I concluded that to best be in position to help people, I must understand their situation.