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What’s that old saying? The apple doesn’t fall far from the tree? It’s hard to argue with the idea that we perpetuate the habits of our parents, for better or […]

How do you approach your budgeting when it comes to having a child? As a family financial planner, it’s my job to help young families understand what they should prepare for […]

A flurry of questions rushes into a young parent’s mind after their child is born. I know this feeling well; I’ve recently been through it for my fourth child! Most […]

History has proven investors who remain consistent with their financial plans will more often be rewarded for their patience, than those that are not. Every year we expect the market […]

A lot of people don’t know where to start with financial planning; as a family financial planner, I’ve worked with people at all stages of life with different lifestyles, incomes, […]

As you may know, I’ve recently had my fourth child, a beautiful baby girl, Isla. My wife and I are ecstatic to have our first girl and fourth child, and […]

A Roth conversion transfers your traditional retirement accounts (IRA, SEP, or SIMPLE IRA) into a Roth account. Congress is looking at banning backdoor Roth and mega backdoor Roth conversions, which is why […]

Life comes at us fast; it may sound trite and cheesy, but it’s true. While some days, weeks, and even years (pandemic times) may feel slow, when looking back at […]

For many people, a 401K is their primary retirement savings plan, and they focus on contributing as much as possible as fast as they can. But, reaching the maximum yearly […]

The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come from the original National Football League (now the NFC), but when an original […]