How to be a Money Boss & expect more from your money

I’ve been a financial planner and business owner for almost 16 years and traditional finance services annoys me.  Yes, there are good people there.  But for the most part, it’s sucky.  It’s about minimum investments and products and insurance and asset management and BLAH-BLAH-BLAH…… You start to feel like if you don’t meet someone’s minimum…

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Get out of survival mode and into a prosperity mindset

If you’ve ever experienced money struggles (and who hasn’t?), sometimes it’s hard to get out of survival mode and into a prosperity mindset.  I know that when I was going through a rough financial time, it was important to understand my personal dynamic before I could move forward in prosperity. The difference between survival and…

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Why your parents need long term care insurance

My client base is mostly Gen X and Gen Y, with a few super cool Baby Boomers thrown in. So I don’t talk about long term care insurance a lot…but I think it’s very important. So this is my public service announcement to get it on your radar! My long term care insurance story My…

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The personal finance tool of multi-millionaires

It always amazes me that people think when you make a lot of money, you quit worrying about how you spend it.  Personal finance just doesn’t work like that.  I just had a meeting last night where this multi-millionaire was overjoyed to get set up on Mint.  Over. Joyed.  As I was leaving, I started…

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How to become a stock market ninja

Despite 91% of women saying it’s important that they feel confident in their abilities to invest, 58% of these women don’t have any interest in learning about the stock market.  As USA TODAY reports, millennial women show less interest and confidence than millennial men when it comes to the stock market. For instance, 49% of women, compared…

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