Throwing a party for the Big Game yet dreading the mess you’ll have to clean up once the game is over?

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.

2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...

With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.

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...

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...