Financially Free

Receive practical tips on how to free yourself from financial stress. Hear the inner thoughts of a financial planner as he encounters various financial situations.

Partner Blog for Financially Free

Who Should Consider Bankruptcy?

pexels-photo-372098

Bankruptcy is an unattractive way to get out of debt. But one of our clients chose this path, and she’s never been happier. Meet Sue Sue (not her real name) is a single mom who works in Bethesda and lives in Prince George’s County. Half of her monthly take home pay goes to rent, and […]

Read more

Amazon and an Imprudent Proposal

Screen Shot 2018-04-04 at 1.57.19 PM

Two weeks ago, my client Carl (not his real name) asked me to put all of his $330,000 IRA retirement savings in Amazon. I couldn’t believe what I was hearing. I could not, in good conscience, implement this request. It is extremely imprudent to put all of our savings in a handful of stocks, let […]

Read more

4 Money Makers You May Be Missing Out

Wealth

We’ve heard many investment success stories. The Winklevoss twins are reportedly now billionaires through their early bitcoin investments. Our uncle who invested $10,000 in Berkshire Hathaway stock in 1965 would now have $88 million. What is the latest wealth generator out there today? We’ll give you four. They’re not the get-rich-quick schemes you may be […]

Read more

Secret to Creating $1 Million

Screen Shot 2018-03-01 at 10.26.18 AM

According to Einstein, what is the most powerful force in the universe? The power of compounding. We see that at work with Katie and Haley’s retirement savings. Meet Katie Katie is a recent prospective client of our firm. She is just 25 years old, and already seeking out a financial planner. She’s been working for […]

Read more

4 Tips to Wipe Out Credit Card Debt

woman-girl-freedom-happy-39853

Do you feel the burden of credit card debt? Imagine what it feels like, if you didn’t have to make those monthly payments. Credit card debt affects people across all income levels. We have a client who works at a large technology company but feels stuck with a $40,000 credit card debt. We have another […]

Read more

How to Lower Your Student Loan Payments - And Fund a Trip to London

London Eye pexels-photo-269128

Are you struggling to pay off your student loans? So is our friend Katie. She’s from Kansas City, works for a social justice non-profit in DC, and is all fired up after finishing her graduate studies. However, Katie has accumulated $80,000 in federal student loan debt and $20,000 in private loans. She makes $70,000 a […]

Read more

7 Reasons Why You Haven't Hired a Financial Planner - And Why They're All Wrong

Picture1

Many Americans choose to go it alone with their finances instead of hiring a certified expert. Hiring a financial planner is not yet part of our mainstream culture. Yet, if we are willing to pay a mechanic to change our car’s oil or a plumber to fix a leaky sink – even though we could […]

Read more

Let's March to Close the Women's Wealth Gap

Planning Build More Wealth

I grew up with five older sisters. I learned many things from them: creative summer games, empathy, math tricks, and how to be economical. I have high regard for all of them, and I am convinced that they can do what any other man or woman can do. So it stings to know that my […]

Read more

Three Questions That Will Change Your Life

pexels-photo-220759

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 […]

Read more

Will Stocks Trend Higher in 2018?

stock-avenue-vs-market-st-sign-featured-300x300

One of the most challenging part 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 […]

Read more
View archives »