A Teachable Moment: “Rock Bottom”
Hitting “rock bottom” is a relative term; it really depends on how far you allow yourself to fall. Sometimes it can be devastating to you or your loved ones, while other times rock bottom provides a firm foundation for something better. For instance, Manhattan has a...My Definition of “Fiduciary”
A fiduciary is someone who has a financial responsibility to their clients and keeps their best interests at heart when making financial decisions. A fiduciary will never try to sell you a product. I am a fiduciary because my job requires a legal, ethical, and moral...A Day in the Life of a Financial Concierge
September may be the month of three-day weekends, but a Financial Concierge never rests! Who am I kidding? I am having a great September so far! After taking the month of August off from blogging, I am back with more stories to tell – like this diverse set of...
Assembling Your Financial Team
Most people wouldn’t dare attempt fixing plumbing problems without the help of a plumber. It is simply too important to not do correctly. The same is true when it comes to categorizing your expenses, preparing your will or filing your taxes. The good news is that...
Celebrating 27 years in business helping people stay financially organized
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