Retiring early: Five ways the dream could become a reality

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

Do you daydream about leaving your nine-to-five sooner rather than later in life? Retiring early is becoming an extremely common financial goal. People want the freedom and flexibility well before their golden years. Others are simply striving for ultimate financial independence – working because they want to, not because they depend on the income. Traditional Read More

Entrepreneur vs. employee: Three big differences in your personal finances

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

There are two groups of people in the professional world. You have the entrepreneurs, who create, organize, operate and grow businesses; and the employees, who keep those businesses chugging along doing whatever it is they do best. Now there are a whole host of differences between these key players in the American workforce. Today we’re Read More

Seven ways flying planes is like preparing for your financial future

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

Avoid a financial freak out: What you should be focusing on

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

thinking girl

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