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As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping people save money, pay off debt, and achieve their financial goals.
Dave Ramsey has 7 Baby Steps that he walks people through in his class, Financial Peace University as well as his book, The Total Money Makeover...
The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the inheritance is coming from retirement savings such as a Traditional IRA, Roth IRA, or Employer Plans such as a 401(K).
Previous to the SECURE Act, beneficiaries...
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 employer.
The good news is that you have options.
As one of Dave Ramsey's Smartvestor Pros, you can imagine thtat we are passionate about helping people to achieve their money goals and be able to save more!
As we head into the New Year, it is typically a time that people start thinking about their money goals a little more. It's always...
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 retirement. Sometimes they have heard Dave talk about this but they don’t completely understand what it is or the “why” behind it.
As Dave Ramsey...
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 for a few ways to save a little money, this post is for you!
I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like something we all want?!
Most of us enjoy buying gifts for our loved ones but what do you do if your budget is a little tighter or if you can't think of...
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, I am trying to help you save money for Christmas in 2 months so that you don’t have to put gifts on a credit card.
I don’t know anything that will make...
If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in America today to have an overwhelming amount of debt.
Actually, debt is...
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 #1. Of course, doesn’t everyone? Or Camp #2. No! Do people seriously still do that? Or Camp #3. What on earth are you even talking about??
My...
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 stare. Followed by… “What is that?”
Simply put, a sinking fund is a savings that is for a specific purpose. It is NOT your emergency fund. It...
Faith.Investments.Aligned.
For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio. Customized to each client based on their personal risk tolerance and goals, the Christian Values Portfolio has these characteristics...