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Wednesday, March 27, 2019

For those of us who have ever lived through housing market crashes, stock market plummets, and full-on recessions, we know that downturns in the market can be downright scary. Foreclosed homes, filings for bankruptcy, retirement dreams...

 

Tuesday, March 5, 2019

Many people say that the most important things in their life are family, happiness, health, or a sense of purpose. While money may not top that list, it affects every part of your life and can give you security and stability that frees...

 

Thursday, February 28, 2019

About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out of the need for a safety net during the Great Depression, it is now the major source of income for at least half of the...

 

Wednesday, February 20, 2019

Have you ever lost sleep over your finances? If so, you aren’t alone. Americans’ fears regarding their lifestyle, medical bills, and retirement continue to increase each year. Almost 50% of Americans worry about being...

 

Thursday, January 31, 2019

Sometimes a career journey is full of twists and turns, and sometimes you just know the right path to take. I fall into the second category. During my college years, I discovered I had a natural inclination toward personal finance, and...

 

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Wednesday, January 2, 2019

Have you ever thought about what would happen to your family if you were to die tomorrow? Would they be able to cover their basic living expenses? Would your kids be able to go to college? It’s an uncomfortable thought which many...

 

Friday, December 14, 2018

We all have goals and dreams, but very few of those goals and dreams become a reality without strategy and intention. Nowhere is this more true than with finances. Whether your goal is to achieve financial freedom in retirement or...

 

Wednesday, December 5, 2018

When you watched the New Year’s Eve countdown and raised your glass to 2018, did you make any resolutions to put your finances first this year? Finance-related resolutions are the third most popular New Year’s resolution,...

 

Tuesday, November 27, 2018

When it comes to choosing a career, it is often the example and influence of others that inspires us to follow a particular path. Early on in my college career, I had the opportunity to shadow a financial advisor. I loved how he was...

 

Wednesday, November 14, 2018

When you think about retirement, what’s the first thing that comes to mind? Travel? Freedom? Time with family? Most of the time, we look ahead with excitement, relishing the thought of slowing down and finally having all the time...

 

Wednesday, November 14, 2018

Like most people, I wanted to have a career that was both personally fulfilling and served others, making their lives better. I have been in the financial industry for over 20 years but didn’t start out in the same role I’m...

 

Wednesday, October 24, 2018

If you’re like most parents, the minute you hold your new child in your arms, you start thinking about all the things you’re going to do with them and the lessons you will teach them along the way. Most parents want to see...

 

Wednesday, October 17, 2018

Financial tips and strategies are a dime a dozen. You can find an answer for almost any financial question online, but what you can’t find in the countless financial blog posts and articles is personalized guidance and someone to...

 

Wednesday, October 17, 2018

There’s always that one person in your life who influences, encourages, and motivates you more than anyone else. For me, that was my grandfather. We were close throughout my childhood years, but as I got older, we started having...