Medical costs are never fun, and they don’t seem to be getting any cheaper, but what if there was a way to save money for your medical expenses, save on taxes, and save for potential retirement expenses, all at the […]
Educational Articles
The number one concern we hear from our clients is that they wish they would’ve started investing sooner. But what if there was a realistic way to upgrade your retirement nest egg by a half-million dollars between now and retirement? […]
Most of us “want more” in life. Whether that’s more time, more experiences, or most commonly, more money. We may not often consciously think of it in this manner, but there is a consequence, opportunity cost, or sacrifice we make […]
When you think of “Investing,” your mind may immediately wander into topics such as the stock market, real estate, bitcoin, or marijuana stocks, but you need to make sure you can walk before you sprint!
“Am I on track?” This is one of the most common questions I get from my clients. It usually comes up when we are reviewing an individual’s financial plan.
February 13th is Galentine’s Day, the unofficial holiday for women celebrating women, “ladies celebrating ladies.” – Leslie Knope, Parks and Recreation. Whether this Wednesday includes a get together with friends over some waffles and conversation, or simply being in the office […]
It is almost time to think about goals for the new year! This is when New Year’s resolutions are made with the best intentions of creating better habits and improving life in its next chapter! According to a 2015 ComRes […]
This is the last installment of “Nerdvember” and I wanted it to be as comprehensive and educational as possible. Today I want to share some not-so-well-known information about beating the stock market. I know – that sounds super gimmicky – […]
In the wake of the midterm elections, the Social Security Administration announced some new changes to the Social Security program effective January 1, 2019. Read on to learn a little about what you can expect: Employees are currently required to […]
