James Miller is the founder of Baobab Wealth Management, and offers advisory services through Intervest International Inc., an SEC registered investment advisor. With 20 years of experience, Jimmy works with individuals and families to create financial plans that address their individual situations. He has a bachelor’s degree in business administration and holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning. When not working on a financial plan, you will usually find Jimmy with his wife, Sonja, and his son, Hendrik, or his clients enjoying the great outdoors! Jimmy is an avid fisherman, hunter, scuba diver, mountain climber, sailor, and world traveler! He also enjoys volunteering his time with the Boy Scouts of America as a troop leader. Learn more about Jimmy by connecting with him on
LinkedIn.
The markets took a big dip early this week, reacting to fears of potential trade wars and an economic slowdown. After the Dow lost nearly 800 points, investors are understandably nervous. If you are worried about your retirement accounts, you’re …
Financial planning is like planting a tree. You plant your time, resources, and energy, allowing your investment to grow deep roots. You don’t dig it up every few months to check on its progress, but, instead, you let your fledgling …
Sometimes the things you enjoy and the things you have a knack for merge together and you find yourself with the opportunity to make a career out of your passions and skills. That’s my story of how I became a …
Moving house as a senior presents unique challenges. But it’s not impossible to downsize, declutter, and successfully move into a smaller home with less stuff. Here’s how, what, and when to downsize to make moving as smooth as possible.
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By Camille Johnson
Most people approach finances with their future in mind, but while focusing on your life goals is an essential part of financial planning, there’s also the tough stuff to think about. These decisions impact your financial picture …