The past two months I have written about on-boarding new clients and EPRTM in order to get a closer look at helping your client achieve clarity; specifically around where to put their extra cash flow each month. In my book, “The Role of Liability Management in a Successful Financial Services Practice” I go into the … Read more
Last month I had a great new client meeting. I asked this couple, who were first-time home buyers, young professionals, and in a really good place financially for someone in their late twenties: “When you purchase this house, have you decided what you will do with the extra cash you’ll be saving each month?” The … Read more
The previous year was tough on all of us, but let’s hope those tough times stay away! Those times provided many challenges to us and our families and many people were hit with financial challenges that impacted them in new ways. On the other hand, the stock market performed incredibly well and the savings rate … Read more
With recent changes in mortgage rates, it’s important to understand how these factors can impact your future purchase or sale of a property
