Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference?

Should You Use Debt Relief Companies for Student Debt?

When is a good time to use a debt relief company for your student loans? Let's weight your options and what it means to use these services.

Why You Need a Will for your 18+ Year Old Child

Join me in discussing why you need a will for your young adult who is 18+ year old.

Joint Accounts- Should You Be Joint With an Elderly Parent?

In this episode, I take a common titling of a Joint account and discuss why it may not be a great idea.

Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference?

Join me on this episode where I discuss the difference between someone who sells investments and a financial planner who looks at all areas of your financial life.

Do it Yourself vs. Planning Fees- When it Makes Sense

There are several ways to accomplish your financial goals including those who like to do it themselves and those who like to enlist the help of a professional. In this episode I will be discussing the fee-only approach, DIY'ers, and when it makes sense to pay for financial guidance.