What’s the Easiest Way to Save Money?

What’s the Easiest Way to Save Money?

What’s the Easiest Way to Save Money? You may be asking this question if you can’t manage to save money (or if you can’t save as much money as you’d like to). You may think saving money means you need to budget and stick to that budget by diligently tracking every purchase you make. That’s…
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San Diego Real Estate: Better to Buy or Rent?

San Diego Real Estate: Better to Buy or Rent?

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience. And let me tell you, I don’t really hold back – especially when my life experience might help a client avoid a huge mistake. One…
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Financial Success is NOT a One-Day Tournament

Financial Success is NOT a One-Day Tournament

I was listening to an interview with John Maxwell earlier this week. John is a renowned author, leadership coach, and an avid golfer. During the interview, he was asked about some of the biggest life lessons he has learned playing the sport of golf. His response began with reasons why professional golf tournaments are played over…
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