man with notebook

Posted by & filed under Financial Planning, Investments.

First things first: If you’re looking to hire a new financial advisor, interviewing a few prospects is a must do! How else will you know if she/he is the right fit? This is a relationship business, after all. You need to have confidence in the person managing your investments, feel comfortable with them, and get Read More

2 babies

Posted by & filed under Budgeting, Financial Planning.

Already have a baby on the way? Thinking about starting a family soon? Congrats! Adding a baby to your family is exciting, overwhelming, stressful, draining, and thrilling, all wrapped up into one. There’s a ton of stuff to think about. While those baby books and parenting articles are full of tips on getting your newborn Read More

2 women talking

Posted by & filed under Entrepreneurship, Financial Planning.

If you have that entrepreneurial spirit, the prospect of starting your own business seems like a dream come true. You’re certainly not alone! Businesses with less than 20 employees make up 89% of America’s economy. That’s a lot of folks grinding it out in the small business world! There’s so much to think about before Read More

woman and child in street

Posted by & filed under Financial Planning, Loans, Retirement.

We all want our kids to have every opportunity in the world, and to achieve whatever they’re striving to accomplish. As parents, we provide them with every path to success that we can. One of the biggest financial goals out there for parents is to help pay to send their kids to college. Then reality Read More

For Sale Sign on a Lawn in Front of a House

Posted by & filed under Financial Planning, Homeownership, Loans.

Ah, homeownership. There’s so much to think about! First, a few things to keep in mind: This isn’t an anti-homeownership post. In fact, buying a house can be an excellent financial goal to accomplish. It can also be one of the biggest financial mistakes out there. Knowing what you’re really getting into is the best Read More

woman with ipad

Posted by & filed under Budgeting, Financial Planning.

When you start managing your own finances, you’ll probably have boatloads of questions. You’ll Google things like “How long will it take to pay off my student loans?”, “How much should I contribute to my 401k?”, “What does my credit score mean?”, and “How do I figure out what to withhold for taxes?”. Adulting can Read More