If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.
Read MoreEvan Walsh of Community Advocate shares our story and how PlanDynamic specializes in helping “sandwichers”, the roughly 15 million people in the U.S. managing young children and aging parents.
Read MoreRetirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Read MoreMany use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start.
Read MoreJuly is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.
Read MoreTop 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.
Read MoreResolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Read MoreThis month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Read MoreWith markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?
Read MoreMy PSA for those adhering to a financial plan: Book your travel now.
Read MoreHow to make financial resolutions that lead to successful planning outcomes.
Read MoreMay be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Read MoreTechnology and legislation are removing procrastination from developing your holistic estate plan.
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Read MoreHow to have open discussions about finances for a healthy relationship.
Read MoreUse money as a tool, over time you’ve viewed as the sum of their experiences.
Read MoreInstead of talk of the future, act on the constants - change and time.
Read MorePutting off your health or planning over fear isn’t the “new normal”.
Read MoreBig picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
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