PRO - Wealth Management

10/16/2026

By lining up your financial plan with the goals that mean the most to your life, you will be able to set specific objectives that are realistic, attainable, and practical. https://prowealthinvest.com/blog/setting-better-financial-goals-and-sticking-to-them

10/14/2026

I always encourage my clients to take a look at their investment strategy when they hit retirement and decide the type of changes they wish to make to best reflect their new lives. https://prowealthinvest.com/blog/determining-risk-tolerance-in-retirement

10/09/2026

Creating a budget together is a big step towards improving your financial lives, and you can use your financial goals as a baseline to get started.

Money is fluid and your goals and priorities will shift over time, so it is important for you and your spouse to make time for financial conversations. This will both strengthen your relationship and help you get your finances on the right track.

10/07/2026

By taking the weight out of money and placing it upon ourselves, we are better able to separate our happiness from monetary success or failure. https://prowealthinvest.com/blog/can-money-make-you-happy

10/02/2026

Your retirement lifestyle is one of the most crucial aspects of your retirement plan. It is also one of the most overlooked. https://prowealthinvest.com/blog/how-to-build-your-dream-retirement

09/30/2026

Your goals are the stepping stones to a successful financial plan. They are how you develop your spending, saving, and investing and they show you first hand how you're progressing.

Money doesn’t grow on trees — we all know that. But money does grow with discipline, time, goals, and a sustainable journey supporting it. With the pandemic, 2020 may have been a rough financial year, so how can you start 2021 with a fresh perspective? It’s all about sticking to a financial pl...

09/25/2026

Financial literacy is the key to securing a strong financial future for your children. https://prowealthinvest.com/blog/5-ways-professional-athletes-can-save-for-their-kids-college

09/23/2026

Ask yourself: are you ok with not getting all or some of your money back? With family and friends, it’s not uncommon for this to happen. https://prowealthinvest.com/blog/should-you-loan-money-to-family-and-friends

09/18/2026

Meaning and value are subjective, but if you set intentions behind your financial goals, you will find that making the goals, and following through on them will be a much easier process. https://prowealthinvest.com/blog/setting-better-financial-goals-and-sticking-to-them

09/16/2026

An investment strategy that is based on the long term is something called liability driven investing. Let's look at why this is important. https://prowealthinvest.com/blog/determining-risk-tolerance-in-retirement