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
Posts By: Matt McKay
Avoid a financial freak out: What you should be focusing on
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
What to expect: Meeting with a financial advisor for the first time
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
Career move: What to do with that old 401(k)
When you make the decision to leave your employer and start anew, you’ve got all kinds of questions running through your head. Will I like my new job? Am I making the right choice for my career? Will my new colleagues be awesome, or a total drag? One thing that can catch people off guard Read More
How much are your investments costing you?
Whenever people talk investing, one of the main topics that comes up is returns. How much money will investments make over time? Higher returns = better investments, right? But here’s what is often missed: How much does it all cost? Of course, returns matter, but if fees and expenses are eating up a large portion Read More
Prepping your finances for new baby
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
The ins and outs of emergency funds
Ever had your car break down, been forced to do a major home renovation, or suddenly lost your job? If your answer is no, consider yourself super lucky. Unexpected things happen in life all the time. Planning ahead for the unexpected will make the stress of handling those emergencies easier to swallow. We’re talking emergency Read More
How financial planning is like following a recipe
Do you remember the first time you tried to cook something from scratch? You tracked down a recipe, grabbed the ingredients, mixed and stirred, waited for the timer to go off, and voila! Your fancy new dish was done. So why is a financial planning firm blogging about cooking, you ask? Because, you guys, Read More
Six financial questions to ask yourself before starting a new business
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
Striking a balance: Saving for retirement AND your kids’ college
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