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Tis’ the Season for Open Enrollment

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The fall always marks the time for open enrollment. Don't miss out!

You know you’ve arrived to the adult world when “Open Enrollment” catches your eye as something important. Unfortunately, the days are gone when “enrollment” is associated with college classes. Instead, we now get to associate “enrollment” with benefits.  It’s vital that you’re taking advantage of all the benefits that could provide you value considering it’s […]

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Hack Your Budget!

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Budget hacking is a buzz phrase that’s been circulating the personal finance realm within the last few years. So what is it? Essentially, it’s the process of reviewing your monthly expenses to determine if there are ways to eliminate or reduce them without sacrificing quality of life. We often lose track of our monthly expenses […]

Education

The 5 W’s of Financial Planning: Do you know them?

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It’s always an interesting conversation when I get to explain exactly what I do.  It often results in an educational moment about the subject and disproving what’s currently believed.  For example, when I introduce that I’m a financial planner it’s as if “investment guy” is what’s heard instead.  Don’t get me wrong, this is no […]

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Today’s the Day!

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There’s only so much planning and preparation that can go into designing a new venture.  Eventually, the first step has to be taken in order start the journey.  As many of you know I’ve been planning and preparing the last few months to launch my own firm.  I won’t lie, it has come with much […]

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What Do You Want and Why?

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It’s often been said to start with the end in mind when it comes to planning.  The rationale is that it’s easier to plan the course of action when you know exactly what the end goal is.  After all, how would you ever know if you’ve reached your goal if you haven’t clearly defined it. […]

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Storyline Financial

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Have you ever noticed that we rarely take an extended period of time to be still and reflect?  You may be sitting there thinking “Not true!”, you’re the exception to the rule.  But for everyone else, even when we intentionally try to sit still we often can’t do it.  We’re the product of a fast-paced […]

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