Lakeside Financial Planning

05/05/2025

Exciting News!

The trade war has fueled fears of sharp price increases, leaving consumers to decide whether to wait or hurry up and buy.

05/05/2025

🎉 𝐄𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐧𝐞𝐰𝐬! 🎉

I was recently featured in both Barron's and MSN as part of a national article on how potential tariffs could impact big-ticket purchases like cars, appliances, and home improvements.

I had the chance to share a bit of advice I often give clients: "Take a closer look at the distinction between wants and needs, especially when considering big-ticket items like houses, vehicles, boats, even exotic vacations."

It’s always an honor to be quoted in respected publications like these — and even better when I can share useful insight that helps people make better financial decisions.

Read the articles here:
📖Barron’s: https://www.barrons.com/advisor/articles/tariffs-big-ticket-purchases-financial-advice-35dbe5d5

📖MSN: https://www.msn.com/en-us/money/markets/are-tariffs-making-you-unsure-about-big-ticket-purchases-what-money-pros-say/ar-AA1Du27C

Thanks for all the support — and if you ever wonder how current events should (or shouldn’t) influence your financial plan, I’m always here to talk!

The trade war has fueled fears of sharp price increases, leaving consumers to decide whether to wait or hurry up and buy.

04/08/2025

I'm thrilled to report that my twelve-year-old daughter Carsyn has decided to start her own stock portfolio. She started with $70 and bought companies that align with her interest (shopping). Her portfolio includes Starbucks, Amazon, Apple, Gap, Ulta, Snapchat, and Lululemon. , , ,

09/11/2024

I’m excited to share that I’ve been recognized as one of America’s Top Financial Advisors by SM Network! This honor follows being awarded the Five Star Professional Wealth Manager in 2019, 2020, 2021, and again in 2024. I’m grateful for the trust my clients place in me and look forward to continuing to help them achieve their financial goals.

12/12/2023

2023 Year in Review -

Skull Creek Boathouse - Hilton Head SC

12/14/2022

2022 Year in Review -

Skull Creek Boathouse - Hilton Head SC

10/03/2022

I am honored to be featured as one of AdvisorHub's 50 Solo Practices to Watch. This is especially meaningful because their rankings are based on level of service, growth of practice, and professionalism.

These fifty advisors work alone but have have achieved scale without compromising their level of service or pace of growth.

09/05/2022

Happy Labor Day to all hard workers everywhere.

09/02/2022

You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.

Choosing your financial advisor is based on your needs, goals, and comfort levels, aligned with the advisor’s expertise. So, the answer to the questio

09/01/2022

Here are 5 things you can do to better determine your unique tolerance for risk when it comes to your investments.

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for th

08/31/2022

Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.

One of the major problems that occur with preparing for one’s passing and financial distribution is that people frequently leave the matter to the ver

08/30/2022

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living,