The Importance Of Education
Posted on: January 8, 2020
Posted on: January 8, 2020
“An investment in knowledge pays the best interest.” – Benjamin Franklin I’ve always believed that you are never too old to learn. I take that philosophy with me to work every day, understanding the true power that knowledge carries. In the financial industry, money is often associated with power, but without the proper financial education […]
Supporting Successful Life Transitions
Posted on: January 8, 2020
Posted on: January 8, 2020
Congratulations! You’ve purchased a new home…you’ve welcomed a child into your family…you quit your job to start your own business…you…well you get the point. At some point in life, one, or all of those changes may apply to you. If and when they do, will you be ready financially or will your Financial Life Plan […]
Motivation & Values
Posted on: January 8, 2020
Posted on: January 8, 2020
When it comes to Financial Life Planning, goal setting is important. It gives you something to work towards throughout your Financial Life Journey. While the objective of any Financial Life Plan is to reach the goals you set for yourself, if they don’t motivate you or align with your values, it can be very easy […]
Are You Satisfied Or Are You Happy?
Posted on: January 8, 2020
Posted on: January 8, 2020
Recently, my wife, Jackie & I had our kitchen renovated. After months of meeting with different interior designers and contractors, we finally selected the individuals we would hire to complete the arduous task. It was an intense process, but in the end, we can say that we are truly happy with the selections we made […]
The Financial Marathon
Posted on: February 1, 2019
Posted on: February 1, 2019
After five months of rigorous training, with 13 marathons under my belt, there I was, around the six mile marker of the Mohawk Hudson River Marathon, in my hometown of Albany, NY, overheated due to the unseasonably warm weather and exhausted. As a result of the less than ideal weather conditions, the muscles in my […]