How to Financially Prepare for a Natural Disaster

With the focus on the COVID-19 pandemic, the coming hurricane and wildfire season is likely not on many Americans’ radars right now. However, with many people in a financially precarious position over the last couple of months, it’s more important than ever to be prepared for a natural disaster. While no one can predict exactly…

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Planning to Build Your Dream Home? Here Are Some Steps to Prepare.

As a financial advisor, I’ve worked with many clients as they plan for their dream home and gleaned insights on the process along the way. Building a home can be an exciting, but challenging time. It takes a plan with realistic timelines, budgets and expectations to stay on track and keep your sanity through what…

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How to Be a Smart Home Buyer in A Seller’s Market

Buying a home for the first time in some U.S. markets is becoming increasingly challenging. In competitive housing markets, the supply of available homes is tight, which means sellers often have the upper hand and home prices are rising above what is typically considered their fair value. If you are contending with a seller’s market,…

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