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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We’re glad to have you reading along.

 

Thursday, September 19, 2019

Ah, the biggest guilty pleasure. Going out. Everyone loves going out and spending time with friends and family especially after a long work week. Sometimes we overindulge ourselves on our weekend plans and overspend our money. I am a...

 

Thursday, September 12, 2019

Most know and understand that they need to save for retirement. They know that they have to set aside money in an investment account that can potentially accumulate but there are so many options to retirement accounts. How do you...

 

Tuesday, September 10, 2019

So many of you understand that you should be saving and allocating different amounts of money to different funds such as savings, IRA, spending money, etc. You receive a paycheck and now what? You know you need to put money aside for...

 

Tuesday, September 10, 2019

Saving money can be such an obscure concept that is overlooked when it comes to saving in smaller ways. This article ties into a previous article that I wrote on saving but examine saving from a different angle. To read the other...

 

Wednesday, August 28, 2019

When people think about wealth, they think of accumulated wealth over a long period of time that seems unattainable. Most people think it is based off of pure luck of winning the lottery or obtaining a large trust fund but becoming...

 

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Wednesday, August 28, 2019

Buying a home is something most individuals do so why aren’t parents, schools, and mentors educating the younger generation about the buying process? Looking for the perfect home can potentially be one of the most emotional, yet...

 

Tuesday, August 27, 2019

There is so much out there in the investment world about the Federal Reserve and for the everyday individual, you may have heard about the Fed but do not understand what it really is or does. What is it? The Fed is the central bank of...

 

Friday, August 23, 2019

If you haven’t noticed over the last few years, the stock market has been a roller-coaster of ups and downs. When the market is up, people generally ask me to help them invest and when it is down, they want to sell, sell, sell....

 

Friday, August 23, 2019

I love the 4th of July, the celebration of our independence with great food, friends, fireworks and enjoying a few days off. It is one of my favorite holidays, if not my favorite. Whenever I get together with my friends and family the...

 

Friday, August 23, 2019

I love to spend money when it’s nice out -- I mean, who doesn’t? It is the summertime, the weather is nice, and it is time to go outside and have fun, which usually involves spending money. There are generally two times a...

 

Friday, August 23, 2019

This is the story of Jill, who recently graduated from college with a degree in marketing. Right before graduation, she landed an entry level job at a local bank doing marketing and client outreach. Her starting salary is $45,000 a...

 

Friday, August 23, 2019

One of the biggest things I come across as a Financial Planner is people telling me that they spend too much. This is an issue for people across the country. Even people who have a high income address their concerns to me about their...

 

Tuesday, August 20, 2019

Who doesn’t like to spend money? We all work hard so we can enjoy things in life and a lot of the activities we do cost money. Besides the essentials such as housing, transportation, and other bills, we also spend money on...

 

Tuesday, August 20, 2019

As the summer cools down and we start to head into the fall, a lot of people ask me if there is anything that they can do to reduce their tax bill at the end of the year? Well there is one thing that most people with earned income can...

 

Tuesday, August 20, 2019

This week was my two-year anniversary and it was fun celebrating it with my lovely bride. However, it reminded me about all the things we had to think about when we got married. After the honeymoon phase of the relationship, it is...

 

Tuesday, July 16, 2019

Everyone always associates income with the hard-earned cash from working that 9-5 job but there are two other forms of income that you can earn without really consuming your time. If you combine these three forms, you have the...

 

Tuesday, July 16, 2019

Ahh freedom. Sounds amazing doesn’t it? Would you believe me if I told you that you can achieve it just as much as anyone else can? No really, you can! Okay, let’s back track a little. What exactly is financial freedom?...

 

Tuesday, July 16, 2019

Everyone talks about credit score but what exactly is it? Essentially, your credit or FICO score is a calculated rating of risk a lender takes when lending you money. Depending on which credit bureau you use (Equifax, TransUnion, and...

 

Wednesday, July 10, 2019

Many people dream of going to college but cannot afford to either go or send their children. This is an article for parents who want to send their kids to school but do not want them drowning in student loans. Preparing ahead of time...

 

Wednesday, July 10, 2019

Aside from a few lucky individuals, most students finish their education with mounds of student loans. Student debt is increasing exponentially, and we are beginning to face the consequences of a financial crisis because of it....

 

Monday, July 8, 2019

We live in a materialistic society that encourages overspending; businesses convince us to buy things we do not need just to make ourselves feel better and worthy. Are you really rich if you don’t have the material items to prove...

 

Monday, July 8, 2019

Of course you want to make as much money as possible with minimal effort. The stock market seems like such a daunting entity where only a few lucky individuals profit from. The key is to keep yourself informed and make slight...

 

Monday, July 8, 2019

Managing your estate is important for two reasons: the first, establishing your financial situation and second, is planning out what happens to your estate when you pass. Estates include everything your family needs to divide your...

 

Tuesday, July 2, 2019

Everyone has debt: good, bad, or both. You could be a millionaire or a thousandaire, either way, you still have some form of debt. In this blog article, we are going to discuss strategies to lower your debts. Higher monthly payments A...

 

Monday, July 1, 2019

Economic recessions can be catastrophic and nerve racking to get through. In the past, the United States endured a handful of extremely bad recessions that took decades to recover from. Although the markets are almost fully recovered...

 

Friday, June 28, 2019

Graduating with a degree is such a huge accomplishment; finally out in the working world making a steady paycheck and ready to move up in the world. Most recent grads will be receiving a paycheck larger than they have ever received in...

 

Wednesday, June 26, 2019

Yeah financial planning is important, we get that. It seems so obvious that planning for the future is important especially when you want to make big purchases such as a house or a car but beyond that, financial planning is often...

 

Wednesday, June 26, 2019

You may know that you need some help with your finances, whether that be investing, saving, financial planning, or debt consolidation, but how do you pick an advisor to manage them? Most people go to an advisor that was recommended to...

 

Wednesday, June 26, 2019

Financial literacy and understanding are a part of a huge epidemic in the United States. School teaches our children how to find shape angles, interpret Shakespeare, and research European history which is all extremely helpful to their...

 

Wednesday, June 26, 2019

Investing is a scary and unknown concept that most people have a hard time grasping. The lack of understanding often leads to a disappointing investment outcome. When it comes to the stock market, many people get anxious and buy too...

 

Wednesday, June 26, 2019

Insurance gets a bad rep for a multitude of reasons. It’s not as tangible as buying a physical product but it is just as important if not more important than buying physical products. For example, you purchase a house or a...

 

Wednesday, June 12, 2019

Let’s discuss an important topic that many want to do, but never get around to doing it: Saving. Although saving seems like such a daunting task where if you are not setting aside a large amount of money a month, it is not worth...