Breaking Down Retirement Myths: What People Get Wrong About Planning for the Future
Retirement planning is often clouded by misconceptions. People assume they have more time than they actually do, that Social Security will cover everything, or that they need to follow one-size-fits-all strategies. Over my years of experience helping families and veterans manage their finances, I’ve seen how these myths can derail long-term security. Understanding the realities […]
The Psychology of Money: Why Mindset Matters More Than Market Timing
Money is often treated as a purely mathematical game. Charts, trends, and market timing dominate headlines, and investors focus intensely on predicting the next big move. As someone who has navigated both military service and financial leadership, I have learned that mindset is far more critical than any specific market timing or formula. How we […]
Philanthropy and Finance: Giving Back Without Breaking Your Budget
Philanthropy is often seen as something reserved for the wealthy, but the truth is that giving back has little to do with the number of zeros in your bank account. It is more about your mindset, values, and commitment to helping others in ways that align with your life. As someone who has built a […]
From Army Veteran to Financial Advisor: Lessons in Discipline and Leadership
Transitioning from military service to civilian life is a journey that comes with its own unique challenges and opportunities. As an Army veteran, I learned lessons in discipline, leadership, and resilience that have shaped every aspect of my career. When I moved into the financial advisory field, I discovered that the principles that guided me […]