Employee financial wellness: Why financially secure employees make happy employees

Posted by & filed under Employee Financial Wellness, Financial Planning.

Financial uncertainty is one of the biggest life stresses in the U.S. these days. Living paycheck to paycheck, grappling with student loans, managing credit card debt, scrambling to cover unexpected expenses…the list goes on and on. These worries impact lots of people from all income levels. In fact, many high earning Americans are living just Read More

Entrepreneur vs. employee: Three big differences in your personal finances

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

There are two groups of people in the professional world. You have the entrepreneurs, who create, organize, operate and grow businesses; and the employees, who keep those businesses chugging along doing whatever it is they do best. Now there are a whole host of differences between these key players in the American workforce. Today we’re Read More

Seven ways flying planes is like preparing for your financial future

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

What better way to explain the ins and outs of personal finance than by combining two of my own passions: making a positive impact on people’s financial lives, and flying planes. That’s right. I’m an investment advisor representative by profession, and a pilot on the side. I grew up flying float planes around Lake Champlain Read More