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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

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...

 

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...

 

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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...