The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...
If you recently got a new job, you may be wondering what you should do with your 401(K) (or another employer plan) from your previous...
As one of Dave Ramsey's Smartvestor Pros, you can imagine thtat we are passionate about helping people to achieve their money goals and...
As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for...
It's the holiday season and chances are, you will either be hosting or attending quite a few dinners! If you are hosting and are looking...
I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like...
I know, I know… it isn’t even Halloween yet and I’m talking about Christmas! Don’t worry, I’m not trying to rush the year along! However,...
If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in...
Do you? I mean, really… do you balance your checkbook (or your checking account)?? You are probably in one of three camps right now… Camp...
Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank...
Faith.Investments.Aligned. For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio....
