Financial Planning

Bitcoin…What Is It and Should You Invest In It?

More and more people are asking about Bitcoin. If you haven’t heard of Bitcoin, it’s one type of Cryptocurrency. The first question people ask is What is Bitcoin? This article provides a straightforward explanation. Another question we get asked is “should I invest in it?” For the vast majority of you…NO! There is too much risk…

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How to Be Financially Thankful This Season

Thanksgiving was last week which means we have officially entered the Holiday season. Aren’t we supposed to feel good this time of year? Aren’t we supposed to be thankful for our family, friends, jobs, etc? Isn’t everything supposed to be right in the world? What does it mean to be financially thankful? I propose that…

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Why Don’t We Take Better Care Of Ourselves?

This is an article written by a friend of mine, Ann-Marie Giglio. Ann-Marie owns Core Matters, a fitness studio in Roswell, GA. I love her approach to fitness and nutrition. When I read this article, I immediately thought of the parallels between this and our finances. Often times, the barriers to making progress in our…

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I am saving for a trip to Mars

Elon Musk, founder of Tesla, estimates it would cost around $200,000 to travel to Mars. The privatization of space travel means that this could become a reality. On March 30, his space exploration company, SpaceX made a breakthrough when it successfully launched and landed the first ever reusable orbital rocket, the Falcon 9. Refurbishing and re-launching…

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Discuss Your Money With Your Kids?

I am seeing more and more situations where a client or someone I know is going to inherit significant wealth, but their family, who is currently living and has the money, doesn’t want to discuss the details. This is usually a parent / grandparent leaving money to their kids / grandkids. Money and death are…

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Myths about Financial Advisors

Over the years as a financial advisor, I have heard many assumptions about a financial advisor’s role.  Here are a few myths about what a financial advisor at Verisail is: #1: An advisor should get you out of low-performing investments and into high-performing investments. Myth. An investment strategy that’s based on predicting which investment will…

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