Three Questions That Will Change Your Life

George Kinder – a Harvard-trained financial planner and a renowned Buddhist teacher – developed these three famous questions to truly understand a person’s life goals and values. Because this is what financial planning is all about: using money as a tool to live a meaningful life. I invite you to ponder on these questions. To make it fun, I will share my own personal answers! Question One: I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. The question is, how would you live your life? What would you do with the money? Would you change anything? Let yourself go. Don’t hold back your dreams. Describe a life tha

Will Stocks Trend Higher in 2018?

​​One of the most challenging parts of my job as a financial planner is calming clients down during periods of stock market decline. Thankfully, I didn’t have to experience that in 2017. The U.S. stock market clocked a return of more than 21%. International stocks performed even better, rising by more than 27%. Everyone I interacted with was ecstatic about their 401(k)’s performance. A common question I encounter is, will stocks continue their upward trend in 2018? Will we see a correction (sudden downturn) sometime soon? The short answer is, I don’t know, and neither does anyone. Not Jim Cramer, not Warren Buffett, not Donald Trump. What we do know is the following: 1) The upcoming tax cut

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