Providing objective, practical and as-needed advice to answer your personal financial questions.
As of June 2020, I am no longer creating new content. Some details may change from year to year, but my approach takes a long view. It is my hope that the concepts and philosophy in the archives prove timeless and helpful.
Since 2009, the stock market has pretty much gone straight up.
From a low of 676 on March 9, 2009, the S&P 500 stands at 2,090 as of June 21, 2016. That's a 209% increase over a period of just over 7 years.
And yet, things have been a little rocky so far this year ... Read More.
I work with a lot of new couples who are in the midst of merging their financial lives for the very first time. In fact, my fiance and I are in the process of doing it ourselves too.
It's not an easy thing to figure out. There are logistics to handle, habits to change, emotions to manage, and often it feels like there is never enough time in the day for any of it ... Read More.
I’m in the middle of wedding planning right now, and it has opened my eyes to just how incredibly expensive this whole thing can be!
I’m a frugal person at heart so the idea of spending a ton of money on one day seems a little silly to me. But it’s hard not to get caught up in all of it, and I’m finding that the costs are adding up quickly.
So, how do you have a wedding you love without spending more than you can afford? ... Read More.
As a financial planner, my job is to help people make smart financial decisions. That means planning ahead for big purchases, making rational spend vs. save decisions, and generally being purposeful and thoughtful with your money.
It’s a noble endeavor, but the truth is that we’re all human and we all make less-than-optimal decisions from time to time. Myself included ... Read More.
I'm usually pretty frugal. I'll often do without something I want but don't need, or I'll find a cheaper alternative. It's just my nature.
But just after the holidays, I decided to indulge. I bought a navy blue Brooks Brothers blazer I've had my eyes on for years, the kind of thing that never goes out of style and that I can wear in all kinds of situations.
As silly as it might sound, I'm really excited about it! It's something I've wanted for a while and I can't wait to wear it. But I'm also excited about the deal I got ... Read More.
Have you ever felt pressured to buy a house? Maybe from your friends, your family, your co-workers, or even yourself? Like you haven't actually made it as an adult until you own your home?
It's a common feeling, but the truth is that buying a house ISN'T always the right decision. In some cases renting is a smarter move, both for your wallet and your lifestyle ... Read More.
