What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...

The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...

Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...

New Year New You With the majority of the holiday festivities now behind us, and the anticipation of the new year upon us, are you trying...

The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...

A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...

What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this...

The Decision to Buy or Rent: There comes a time in life when we all move out of our parent’s house – whether it’s leaving for college,...

When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...

The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...

Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...

One thing I’ve been talking about with clients more this year, especially as the year has progressed and interest rates have increased,...

Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...

With the Christmas Season rapidly approaching and inflation at an all-time high you may have already thought about your shopping budget....

Have you thought of asking for or giving a gift card recently? “What would you like for your birthday?” Or how about, “Is there anything...