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WELCOME!

Have you ever gone to a nice restaurant, enjoyed a delicious meal and then tried to make that same meal at home? Many of us probably have! But if you’re like me, halfway in you realize there is so much more to it than you thought, it turns into a complex and timely process and it doesn’t come out as well. There are reasons those meals in restaurants taste so good – the chefs have had years of training and practice.

Similar to cooking, money management can be complex as well. Rarely are there simple answers or strategies and usually challenges arise requiring adjustments to be made. Like a highly trained chef selecting and blending ingredients and methods of preparation to create a meal just for you, a financial advisor should listen to your goals and then use their knowledge to prepare a mix of financial instruments to create a customized plan for your needs.

Throughout my life, I have enjoyed both learning to cook and helping people with money. In combining these two passions together we hope to bring a menu of ideas to both your dining table and your wallet.

Bon appetite!

Mike Spieler, Owner, Sherpa Financial Advisors

 

Monday, January 14, 2019

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their...

 

Friday, November 9, 2018

A few years ago, after hearing about everyone celebrating their delicious fried turkeys, we decided to try something different with our Thanksgiving turkey. Rather than buy a fryer, we turned to what we already had, a barbecue! I...

 

Monday, October 1, 2018

What would happen if you or your child caused a car accident that resulted in serious injuries or thedeaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimednegligence? What...

 

Thursday, August 9, 2018

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades...

 

Monday, June 11, 2018

There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you...

 

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Monday, May 7, 2018

With all the ups and downs we're seeing in the market these days, we realize many people might be feeling anxious and have questions about if they should be making changes to their investments. As you know, while past performance is no...

 

Monday, April 23, 2018

One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation...

 

Wednesday, March 7, 2018

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a...

 

Thursday, February 8, 2018

In honor of Valentines Day, I thought a candy recipe would be timely and helpful if you are still trying to figure out how to celebrate celebrate those you love. In fact, this is fun (and much faster) to do as a group so you could even...

 

Monday, January 22, 2018

What our research shows about how the self-made Super Rich build their wealth If you are like nearly every other successful person, you’re not ready to rest on your accomplishments. You want to build on your success so far to...

 

Friday, December 8, 2017

Getting your family involved in charitable giving can create a powerful legacy A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near...

 

Monday, November 27, 2017

For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly...

 

Tuesday, August 29, 2017

Our desire to help people extends beyond helping clients with their personal finances. Because we believe that people are blessed in order that they may be a blessing to others, we choose to give to various organizations through our...

 

Monday, July 31, 2017

We recently created two short videos which highlight the unique work that we are doing at Sherpa Financial Advisors. Both videos are less than 2 minutes long. The first one discusses how and why we consider ourselves to be somewhat...

 

Tuesday, May 30, 2017

As the old adage says, stocks like a good economy (investors are willing to take on more risk for the potential returns) and bonds like a bad economy (investors shift to safer investments like bonds). So, where are we? The US stock...

 

Thursday, April 27, 2017

Mike's "famous" barbecue chicken recipe.

 

Wednesday, April 26, 2017

It’s time to tackle the final three topics from this series! In Part 3, we’re covering teaching your kids to manage money (Entitlement reform), reducing healthcare costs (Healthcare), and communication with your spouse about money...

 

Tuesday, April 25, 2017

We hope you enjoyed and found Part 1 of this series informative. As a reminder, in spirit with the upcoming elections, I've arranged a personal finance metaphorical slant to the political issues being discussed. Each week I will be...

 

Monday, April 24, 2017

In spirit with the upcoming election, I thought I’d put a personal finance metaphorical twist on some of the more hotly debated issues and, unlike many politicians, provide some real answers that actually mean something to you! Every...