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How You Can Succeed Like a Pro in 2020

I thought you may be interested to know how an experienced (25-years) financial planning professional goes about planning for financial success in the New Year. MY GOAL - Live a balanced lifestyle, enjoying life today while saving for an uncertain…
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Why a Zero Credit Card Balance Can Be Misleading

Yes, you read that correctly, zero credit card balances can be very misleading. I'm not saying that carrying a credit card balance is a good thing. What I am saying is the convenience of whipping out plastic to pay for things is a MAJOR impediment…
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Habits of the Wealthy! 20 Things The Rich Do Every Day.

 Habits of the Wealthy! It turns out that habits of wealthy people tend to create positive, pro-active habits that lead to their success. I have often spoke with clients about living their life in a proactive way rather than reactive. Believe…
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Our Story

My wife, Soni, and I celebrated 23 years of marriage recently and I thought I would share what some of the key financial decisions we made along the way and the impact they had on our family. The themes are consistent: Figure out what is…