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

Happy summer guys! How is the year halfway over already?? We hope you’re out and about enjoying all that the warm weather has to offer. If you’ve taken a breather from the personal finance happenings over the past few months, don’t fret! We’ve got your recap right here. These are the topics we’ve been focused Read More

Posted by & filed under Financial Planning.

Being named the Executor of a friend or family’s estate happens quite often. Many adult children are told that at some point they’ll be responsible for handling their parents’ financial affairs when the time comes. It’s hard enough to think about losing a loved one, much less thinking about what to do when you suddenly Read More

Posted by & filed under Budgeting, Homeownership.

The real estate market is on the upswing. Great news for sellers! Unfortunately, for lots of people looking to buy, it’s becoming extremely difficult to find that perfect house whilst staying in line with their budget. Many people are tabling the idea all together. Others are deciding to purchase those not-so-perfect homes and go the Read More

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

If you’ve been following the blog, you know we’re big believers in making sure your finances are on the right track. Even if you’re not exactly in the perfect spot (most of us aren’t), working towards getting yourself there is extremely important. Why? Because money impacts virtually every life decision you make. Simply put, money Read More

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

Did you know that 46% of workers spend three or more hours during the workweek dealing with or thinking about financial issues? And that 52% of workers are stressed out about their finances? It’s no wonder people struggle to focus around the office these days. Financial insecurity is a growing issue in America’s workplaces as Read More