5 Advantages to Using a Credit Card

A few months back, I was featured to share my thoughts on credit cards (read article). I wanted to share some additional insight on the...

How to Talk About a Prenup?

What is a prenuptial agreement “prenup”? It is a premarital agreement or contract entered into by the couple before officially tying the...

What I've Learned Being Married

I know being a financial planner, I should be writing about stock investing and sharing the secret sauce to making millions of dollars....

Thinking of Proposing 💍? Read This!

Planning on proposing to you forever 😍? That's so exciting, and congratulations! Before getting on one knee, you need to buy an...

How Are Financial Advisors Paid?

Many of us have seen the movie, The Wolf of Wall Street, where Leonardo DiCaprio plays Jordan Belfort, a young stockbroker who makes a...

5 ways to protect your personal information

When it comes to things that paranoids me, identity theft and fraudsters steal my personal information to open bank accounts in my name...