Financial Freedom

Spend for the Life You Want

As a financial planner, I spend a lot of my time telling people how to save and how to invest. But, spending is a BIG part of your financial situation and how you spend your money will determine how much you can save and how much you can invest! Let’s face it -...

When is the right time to include a robo advisor in your financial plan?

This is a sponsored post curated by me on behalf of Charles Schwab. All opinions are 100% mine! Round of applause to you! You’re doing it, you are successfully adulting and the fact that you are currently reading this post proves it! And since you are reading this...

What is a Robo Advisor and Are They Right For You?

This is a sponsored post curated by me on behalf of Charles Schwab. All opinions are 100% mine! Finally, the robots are coming to make our lives easier just like predicted on The Jetsons….well, kind of. Technology has in fact come along and made our lives so much...

Procrastinators: There’s Still Time To File Your Taxes For Free!

The April 15th deadline to file your taxes is quickly approaching hence…it’s crunch time! Some people rush to get their taxes filed as soon as they receive their W2s, but many of you (myself included), wait until the absolute last minute to get those taxes done.