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Honored to be part of the 2019 class of 40 Under 40 from InvestmentNews and sharing the cover with Julia Wiss and Anders Jones. The 40 Under 40 Award is an annual award owned by InvestmentNews, a media company. Individuals may nominate themselves and no fee can be paid to be considered for or receive the 40 Under 40 Award. Minimum qualifying criteria include receiving a nomination for the award, being under the age of 40, and working primarily in the financial advisory industry, Eligibility for the award is determined by accomplishments to date, contribution to the industry, leadership, and promise. For the detailed requirements of the InvestmentNews 40 Under 40 Award, please visit: https://www.investmentnews.com/section/awards-and-recognition/40-under-40

"Net worth" is the simplest indicator of your overall financial well-being. Simply defined, it's the difference between your assets (such as investment accounts, retirement funds and properties) minus all liabilities (including mortgages, credit card debt and other loans). Your net worth is very important in helping you determine how much debt you have and how it can affect your future wealth. It also helps you to highlight critical areas in your financial life that you should focus on early enough. If you have already calculated your net worth and found that it’s lower than you expected, or that you need to increase it starting now; here are a few simple ways to help.

Even if you make a significant amount of money, that doesn’t mean it’s your job to spend it all. Knowing how to use money to get ahead requires a shift in your mindset. But how do you shift your money mindset? Here are a few tips to get you started.

When deciding whether to buy or lease your next car, it’s important to weigh the pros and cons. Although every person’s vehicle needs and financial situation are unique, this article gives a good starting point on the questions you should ask yourself.

Credit card fees are nearly unavoidable – every card has some. A better understanding of these fees, however, can help you select the right credit card for your needs and save money. The 2019 U.S. News Consumer Credit Card Fee Study analyzed the fees of hundreds of credit cards active in the U.S. News card database, identifying average annual percentage rates, annual fees, and late and transaction fees.

If you didn’t meet your financial goals in 2018, don’t worry. It’s time to press the reset button, get your mind back in the game and work your financial plan. Life happens every single day, so you may have had a minor or major setback. That’s quite alright. You can still work to pursue the goals you set in 2018 and the ones you’ve created for 2019 with a little work. All it takes is some determination.