Posted by & filed under Financial Planning, Investments, Retirement.

What better way to explain the ins and outs of personal finance than by combining two of my own passions: making a positive impact on people’s financial lives, and flying planes. That’s right. I’m an investment advisor representative by profession, and a pilot on the side. I grew up flying float planes around Lake Champlain Read More

Posted by & filed under Budgeting, Financial Planning.

Becoming a new parent is one of the most life-altering moments there is. You go from having to worry about yourself, and keeping all those things you’ve got going on straight, to a whole new level of responsibility and decision-making. It’s the ultimate test in #adulting, for sure. One of the biggest decisions people are Read More

Posted by & filed under Budgeting, Financial Planning, Loans.

Here we go with the fourth and final millennial money blunder of our series: racking up debt. Now you might be saying, “Oh that’s not me, I always pay my credit card on time!” Kudos to you if you’re debt-free, but we’ve all had some credit card bills drag us down from time to time. Read More

Posted by & filed under Budgeting, Financial Planning.

Baby shower season is upon us! Which brings us to our next millennial money blunder: kids and how much money it takes to raise them, especially at the beginning. Everyone knows that having a baby is expensive. But how expensive might surprise you. If you don’t plan for the expected, and plan even more for Read More

Posted by & filed under Financial Planning, Loans, Retirement.

It’s time for the next millennial money blunder in our series. Everyone knows saving for retirement is important, right? You hear it all the time, from your parents, in the news, from us. Why then is it so darn hard to get started? Well, life happens to you, bills start piling up, and slowly but Read More

Posted by & filed under Budgeting, Homeownership, Loans.

Welcome to our new blog series about those money blunders of the past. Specifically, the ones that have made us older millennials, who came out of college in the mid-2000’s, who we are today. Learning from the trials and tribulations of others can be beneficial, right? Stories like these crop up all the time these Read More

thinking girl

Posted by & filed under Budgeting, Financial Planning, Investments, Retirement.

Everyone worries about money at some point. Financial stress can keep people up at night, strain relationships, and just wreak overall havoc on your daily life.   In fact, according to a recent study, 23% of Americans (36% of Millennials!!) suffer from PTSD type symptoms related to financial anxiety. Not good. We’d like to help Read More

man with notebook

Posted by & filed under Financial Planning, Investments.

First things first: If you’re looking to hire a new financial advisor, interviewing a few prospects is a must do! How else will you know if she/he is the right fit? This is a relationship business, after all. You need to have confidence in the person managing your investments, feel comfortable with them, and get Read More