Financial planners

Do You Have Financial FOMO?

I’ve been talking to a lot of people lately who are experiencing a serious “Fear of Missing Out” or “FOMO” about something. Multiple people have expressed concern about missing out on: Buying a home while real estate prices are still low (in Seattle, haha! Hang on, let me get my time machine and transport you…

Financial advisor

Are You Smart About Money?

Over the many, many, MANY years I’ve been in financial services, I have learned some stuff. There are people who think they are “smart” about money and who might know some stuff, but who I wouldn’t consider smart. There are people who feel clueless and are doing very well. I like to compare this to…