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Your Abundance vs. Scarcity Mindset

Do you have an abundance or scarcity mi

The abundance mindset turns scarcity on its head! It’s being at peace with who you are, seeing value in others’ accomplishments, and giving generously. Read on to learn how you can change your own mindset.

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All About Long-Term Care Insurance

couple discusses long-term care insurance

Today I compare traditional vs. hybrid long-term care insurance policies. Learn about the probability and costs, as well as what each policy type covers.

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What is PMI (Private Mortgage Insurance)?

Many carry PMI (private mortgage insurance) with their mortgage

Today we help you understand your mortgage by demystifying PMI. Learn what it does (and doesn’t do), how it’s paid and how you can stop paying PMI—or prevent it altogether!

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Investment Policy Statement – What it is and why you need one

Advisor developing an Investment Policy Statement with client

An Investment Policy Statement (IPS) defines the purpose of your investments, helps you evaluate your risk logically, and reduces your stress—especially when the market is down. In this 4-minute video, I explain what an IPS is and why you need one.

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What is a 529 College Savings Plan?

529 college savings plan benefits graduate and her parent

Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.

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