A down market can impact when you retire, and withdrawing money early-on from a depleted account can affect the growth of those…
Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe. Like every…
February 7, 2023 When it comes to financial products, we’ve all heard stories of people who bought something they never should…
February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…
We all like to think that we’re rational thinkers and make decisions based on logic and facts. The truth is our brains…
June 15, 2022 Why the Average Investor Underperforms the Market Annually, various organizations release studies that show that average investors underperform the…
May 4, 2022 Two common misconceptions need to be cleared up before you can even start to understand how financial planners are…
