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Insightful Reads & Newsworthy Updates

CASH – From Trash to Treasure Thumbnail

CASH – From Trash to Treasure

Cash is a cornerstone of any financial plan. Your emergency fund and savings for goals in the next 1-3 years should be deposited in cash. As short-term interest rates have moved from zero percent to the current rate of over 5%, the search for the highest yield has created a confusing marketplace of cash alternatives. It's crucial to weigh the pros and cons of each savings vehicle.

Articles
Money Mindset: The Invisible Force Shaping Financial and Emotional Wealth Thumbnail

Money Mindset: The Invisible Force Shaping Financial and Emotional Wealth

Do you feel like no matter what you do, you end up in the same financial situation? That frustration might be the result of your money mindset. With over 27 years in the financial trenches, I've seen firsthand how deeply our financial psyche impacts our fiscal and emotional well-being. Your mindset drives how you make key financial decisions every day, and it can have a big impact on your ability to achieve your goals.

Articles
Teaching Kids Financial Literacy Thumbnail

Teaching Kids Financial Literacy

In a collaborative conversation with Marc Cota-Robles on @ABC7 Eyewitness News, we emphasized the essential role financial education plays for our future leaders. Touching upon key concepts like delayed gratification, opportunity cost, and the essence of savings, our discussion sheds light on shaping a financially savvy generation.

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Teaching Children Financial Responsibility Thumbnail

Teaching Children Financial Responsibility

I had a great conversation on WBRC FOX6 News with Sheldon Haygood about the significance of teaching financial responsibility to our young ones. From goal-setting to understanding savings, it's essential for the next generation's financial well-being. We all play a part in shaping their financial future.

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