In 2008 during the financial crisis I was recruited by the Cleveland CBS affiliate WOIO, to work with their station to help guide everyday citizens through the financial crisis of 2008. Well, here we are again in 2020 dealing with the Coronavirus economic downturn. The results are similar, but the … [Read more...] about 5 Steps to Protect Your Money During the Coronavirus Driven Economic Downturn
I was motivated to write this book many years ago when I sat down with my sister to discuss her financial plan. I had just become a professional financial advisor, and my sister Denine was one of the first clients I presented my financial consulting services to without my manager. Denine is seven … [Read more...] about Where Do I Start?