August 4, 2023
Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.
October 16, 2023
Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective. The good news is you likely have more leverage as a buyer than you may think. With both lenders and sellers eager to avoid losing deals in a slowing market, there is room to get creative in negotiating favorable mortgage terms.
October 9, 2023
Is Confirmation Bias Affecting Your Investment Strategy?
Do you know how you feel about things, even before you know what they are? When you meet someone new, is your opinion of them formed from the first impression? Or when you hear a good argument against your current opinions, is your mind open or closed?
August 2, 2024
Personal Financial Planning for the Self-Employed
Personal financial planning for the self-employed can be a challenging balancing act. However, seeking guidance from a financial planner experienced in self-employment can help smooth the path towards financial stability and success.