financial planner meeting with couple

Top Trends in Wealth Management: 2021

Wealth management isn’t just for the super-wealthy or the “1%” – It’s a strategy to helpyou protect everything you’ve worked for throughout your career and manage yourretirement. A great wealth management service can protect you from excessive taxesand help make your money work for you. However, wealth management is changingpractice,Read More

Financial Tips During the COVID-19 Outbreak – copy

The world is in a economic  tumultuous time during the COVID-19 outbreak. Businesses are closing down. People are losing their jobs. Stocks are plummeting. We are in the midst of very uncertain times of when life, and the economy, will be “normal” again. If you are affected by the COVID-19Read More

Woman working on finances wearing a protective mask

Financial Tips During the COVID-19 Outbreak

The world is in a economic  tumultuous time during the COVID-19 outbreak. Businesses are closing down. People are losing their jobs. Stocks are plummeting. We are in the midst of very uncertain times of when life, and the economy, will be “normal” again. If you are affected by the COVID-19Read More

Roth 401(k) or Traditional 401(k)

What’s An IRA?

If you’re thinking about your retirement or beginning to save for it, consider switching from a regular savings account to an Individual Retirement Account, also known as an IRA. What exactly is an IRA? An IRA is an investment account made for building a savings for retirement. There are manyRead More

What Should Financial Advisors Do?

Believe it or not, a lot of people do not know what a financial advisor does for a living and for his/her clients. A financial advisor helps a client organize his or her finances and helps them prepare for retirement and other big savings like a college fund. This professionalRead More

young family starting a financial plan

How to Prepare Before Meeting a Financial Advisor

A financial advisor has financial planning knowledge, and he or she is there to help you, but you can’t show up to a meeting with him/her empty handed – the meeting wouldn’t fully benefit you. It’s in your best interest to prepare yourself before meeting the advisor. You can makeRead More

Financial Tips at Every Age

Thinking about your financial future isn’t something only “older” adults do. In fact, the younger you are when you think about your finances, the better shape you’ll be in for your present and future. Managing and preparing your finances will look different at different ages/times in your life, especially ifRead More

Financial Planning

April is Financial Literacy Month

Are Your Financial Goals Well-Defined? April is Financial Literacy Month and it is great time to focus on financial education and wellness. Regardless of the path your life takes, money will play an important role at every turn. Life events such as, getting married, having children, sending your kids toRead More

How to Start Saving for Retirement

Have you started to save for your retirement? Don’t stress – better late than never! We’re happy you’re here to learn how to start planning and saving for your retirement. Saving money isn’t always so easy. Life can get in the way. However, you want to be prepared for theRead More

5 Excuses for Not Starting a Budget and How to Stop Them

Did you know more than 70 percent of people live paycheck to paycheck? Some of these people who are living paycheck to paycheck may shock you. There are people with six-figure incomes praying for the next pay day to come faster. How is this happening? Well, they most likely don’tRead More