A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...
Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...
It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...
We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...
Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be...
Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...
In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...
Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...
Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...
You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...
Those of us that love and respect Dave Ramsey have heard him say that there are two types of investments he makes on a regular basis. The...
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....
Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...
I recently went on New Day Cleveland to share some Quarantine Budget Tips and I wanted to share them here as well. This pandemic has...