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Using debt to your advantage in 2018

Using debt to your advantage in 2018

Society tells us that debt is bad, but that’s not true. Drowning in debt is bad, yes. But having some debt can actually be beneficial to your financial wealth. Often times, people tell me their goal is to be out of debt by the time they retire. To them, having no debt...
What’s on your bucket list and what should be

What’s on your bucket list and what should be

Many people have what we call a bucket list: goals and benchmarks about what they want to do with their lives. Sometimes this means places they want to travel or experiences they wish to have, like swimming in a shark tank. But often times the means to achieve these...
The importance of carving out time and expenses to treat yourself

The importance of carving out time and expenses to treat yourself

When we place restrictions on ourselves, the thoughts can be consuming. Take dieting. When we restrict sugar or cut out carbs, it almost always leads to us cracking under pressure and eating cookies or a big bowl of spaghetti. But that’s because we can’t and shouldn’t...
Top ways you will waste your wealth this holiday season

Top ways you will waste your wealth this holiday season

After Halloween, it seems like the days go by so much faster than before. Blink and it’s Christmas. At times, it can seem like your bank account diminishes that quickly too during the holiday season. But it doesn’t need to be that way. It can be easy to be swept up in...
Income Tax Projections: Preparing so you’re not caught off guard

Income Tax Projections: Preparing so you’re not caught off guard

Tax season may seem far off, but it’ll be here before you know it. I like to advise my clients to start prepping for it toward the year’s end, so they won’t have any surprises in the new year. It’s a great time to get in touch with your financial planner or advisor...
Family Planning

Family Planning

Human nature seems to steer away from discussing unhappy thoughts. We tend to focus more on happy memories or ideas, but we can’t avoid all negative thoughts or ideas. It’s important to plan for worst-case scenarios and ensuring that your family will be taken care...
Value-size Your Investments

Value-size Your Investments

When most people are asked about their investment goals, they have some vague answers: provide for their families, be able to live a comfortable lifestyle, maybe travel, and other non-defined plans. However, in order to achieve these goals, we need to determine what...