Book Review on “The Psychology of Money” By Morgan Housel
You can be extremely smart and have a hard time learning new behaviors. In this book, Morgan Housel tells stories to help us rethink how we interact around finance, 19 of them. It is important to know our own money story as it heavily influences our behaviors around money.
Overwhelmed With Your Financial Life?
Are you overwhelmed keeping up with your finances? Let’s help you get your money straightened out. Watch this week’s segment of Mike on the Money on WYFF News 4.
Planning Your Golden Years
Planning out your Golden Years? Retirement insights the focus of this week’s segment of Mike on the Money on WYFF News 4.
Staying A Step Ahead Financially
Staying a step ahead on investments, student loans, mortgages and credit scores. Check out this week’s segment of Mike on the Money on WYFF News 4.
More Things I Learned Through Yoga – Be Curious
When it comes to our finances, we usually take action in response to life happenings and experiences. We have a bill to pay. We change jobs. We move to a new location. Life is in constant motion. It is happening to us, right? What if we are proactive with our planning instead.
Becoming Fiancially Independent
Dream of becoming financially independent? We shared the path on this week’s segment of Mike on the Money on WYFF News 4.
Sharing Financial Values With Family
How to share your financial values with your family. That’s the focus of this week’s segment of Mike on the Money on WYFF News 4.
Avoidance & What To Do With It
For clients to sit down with us and work toward their financial goals, they must be motivated. We all have different levels of knowledge about finance. We have varying backgrounds that allowed or disallowed open discussion about financial issues. My goal is to create an environment of trust and open dialogue, help educate and build knowledge around personal finance and help break the chain of avoidance.
Summer Vacationing on a Budget
SUMMER VACATION—how to have the best time without breaking the bank. Watch this week’s segment of Mike on the Money on WYFF News 4.
Income in Retirement
As retirement planners, in the ideal scenario, we suggest you have multiple sources of income and that some of it is guaranteed. The retirement plan industry agrees and they are taking steps to move in that direction.