Question of the Week Should I move to more conservative investments? Happy Five-Minute Friday! What a crazy past couple of weeks, huh!? The news, social media and people everywhere are…
Question of the Week How can I invest in marijuana? Happy Five-Minute Friday all! I’ve had several of you ask me about investing in marijuana, whether through a dispensary, farming…
Question of the Week High deductible plans that don’t qualify for an HSA Happy Friday all! This week I have a follow up to last week’s post about HSAs: the…
Question of the Week Can I still contribute to a Health Savings Account? Hello, hello, hello! Happy Five-Minute Friday. This week I’ve had a few clients ask about contributing to…
Question of the Week How can I make my money work for me? Hey all! Happy Five-Minute Friday. I hope you’ve had a good week! I’ve gotten a few questions…
Question of the Week Help! Do I need to send a 1099-Misc? Hey all! Happy Five-Minute Friday. I hope you’ve had a good week! Tax season is officially here. The…
Question of the week How can we keep our new habits going? Hello, hello, hello! It’s that time again. Welcome to your Five-Minute Friday check in. This is our last…
Happy Five-Minute Friday! We’re in our third week of creating good habits in 2020, and this week we focus on ways to make your new habits easy. And if you’re…
Question of the Week Happy Friday! It’s time for another Five-Minute Friday financial check-up. This time, we’ll continue a short series on building better habits for 2020, drawing on James…
Happy new year! I hope your 2020 is off to a great start. This year is your year! In this first installment of Five-Minute Fridays, we talk about building healthy…
The U.S. economy has now been growing for over ten years, the longest period of economic expansion in our history, but nothing lasts forever. Lately clients have been asking me…
Finding an advisor can be tough. A potential client told me the other day that he’d met with two other advisors besides me, and we’re all very different. People who go by…