Cheers to 20 Years and 20 More
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On July 1, 2020, we will celebrate the firm’s 20th year in existence.
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Blog
Ladies, Please Take Your Seat at the Table
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Whether you are single or married, or have children or don’t, as a woman, you need to pay attention to money and know enough to take care of yourself or others when or if the need arises.
Read MoreHow much house can I afford?
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One financial rule of thumb I hear often is “Your mortgage payment shouldn’t exceed 28% of your gross monthly income.”
Read MoreWhat one hand giveth, the other taketh away
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What does the Secure Act mean for retirement savers?
Read MoreTips for Starting Your First Budget
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4 helpful hints to help you get started with budgeting.
Read MoreFrom Piles to Files
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Let’s get better organized for the new year! Here are 5 easy steps for an effective home filing system to help you get started.
Read MoreThe 5 Most Notable Changes in the SECURE Act 2019
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There is a lot to know about the changes the SECURE Act of 2019 brings, so we have compiled a list of the five most noteworthy items we think you should know about.
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Fill Your Time Without Emptying Your Wallet
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If you’re trying to stick to the holiday budget you set but need ideas to keep you busy without spending a fortune, consider these five things you can do to keep your budget intact and potentially make yourself more productive.
Read MoreHoliday Pets
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If you’re planning to bring a new pet into your home during the holidays, make sure you’re ready for the financial commitment.
Read MoreUncertainty
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When uncertainty rears its ugly head, it is not uncommon for individuals, our government, and corporations to stop spending until they see a better—clearer—path ahead. So, what happened to make us feel so uncertain?
Read MoreIn the Spirit of Giving
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Are you donating for the purpose of tax deductions or in the spirit of giving?
Read MoreTo Roth or Not to Roth
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Investors have many different options when it comes to saving for retirement. One of the best options for the Millennial generation is the Roth IRA. Margaret outlines eight interesting facts about Roth IRAs so you can decide which type of retirement account is best for you.
Read MoreSitting in the Shade
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Understanding the concept of compound interest and the importance of starting retirement savings as soon as possible.
Read MoreDecision Paralysis
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Have you ever sat down at a restaurant and been overwhelmed by the number of menu options? While choosing a meal is a fairly low-risk decision, making a choice when there are too many selections can be daunting. A similar feeling of decision paralysis can apply to new investors that aren’t sure how to choose their first investment.
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Show Me The Money!
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Do you like to shop with coupons, wait for sales, and rack up rewards at stores you frequent? Then maybe using the Restricted Application strategy is for you.
Read MoreWhat If Vacations Never Ended?
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Summer is coming to an end. How do you plan for a permanent vacation?
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September is National Preparedness Month
/Did you know Indiana sits on several earthquake fault lines and has experienced earthquakes in the past?
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