Giving the Gift of Financial Planning
/
This holiday season, give a gift that lasts a lifetime: the power of financial planning.
Read More
Blog
Financial Top 10 List for Grads
/
Top 10 list for graduates as they transition to financial independence.
Read More
What You Need to Know About Credit Cards
/
Credit cards can be powerful financial tools if used responsibly. However, without a clear understanding of how they work, it's easy to fall into the credit card debt trap.
Read MoreUnderstanding Credit Scoring
/
Understanding credit scoring is essential for your financial well-being.
Read MoreEstablishing and Improving Your Credit
/
Establishing and improving your credit score is crucial for financial stability and access to favorable loan terms. By following a few key practices, you can gradually build a strong credit history.
Read MoreAccount Types: Health Savings Account (Part 5 of a 5 Part Series)
/
What is a Health Savings Account?
Read More
Account Types: Roth IRA (Part 1 of a 5 Part Series)
/
Do you know what a Roth IRA account can do for you?
Read More
10 Tips for a Financially Happy Marriage
/
Whether you’re already married or on the path to marriage, you need to be on the same page financially. Here are 10 Tips for a Financially Happy Marriage.
Read MoreAdulting 101: Building Good Credit
/
Your credit score affects more than just your ability to borrow money. Learning how to use credit responsibly is crucial to building a good credit history and keeping your credit score in a good range. Here are four tips to follow.
Read MoreThe Iced Tea Story
/
Small changes to your daily spending habits can make a dramatic difference in your financial wealth.
Read MoreThe Value of Bonds
/
I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreBe Your Own Investing Cheerleader
/
If you’re not taking enough risk with your investments, you may not be able to grow your investment portfolio enough to outpace the rate of inflation.
Read MoreThe Safe Withdrawal Rate
/
Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreDriving Your Wealth
/
Long-term investing is a lot like taking a cross-country road trip. Along the way, you’re going to have to fill up your tank a few times, may hit some bumps in the road, and you might need to take a few detours.
Read MoreWhat Does Money Mean to You?
/
As a financial planner, one of the most important things I need to understand about my clients is what money means to them. What does money mean to you?
Read More
