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

It’s time for the next millennial money blunder in our series. Everyone knows saving for retirement is important, right? You hear it all the time, from your parents, in the news, from us. Why then is it so darn hard to get started? Well, life happens to you, bills start piling up, and slowly but Read More

Posted by & filed under Budgeting, Homeownership, Loans.

Welcome to our new blog series about those money blunders of the past. Specifically, the ones that have made us older millennials, who came out of college in the mid-2000’s, who we are today. Learning from the trials and tribulations of others can be beneficial, right? Stories like these crop up all the time these Read More

thinking girl

Posted by & filed under Budgeting, Financial Planning, Investments, Retirement.

Everyone worries about money at some point. Financial stress can keep people up at night, strain relationships, and just wreak overall havoc on your daily life.   In fact, according to a recent study, 23% of Americans (36% of Millennials!!) suffer from PTSD type symptoms related to financial anxiety. Not good. We’d like to help Read More

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