Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...

Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

What are the differences between mutual funds and ETFs?

Long-term disability insurance. What are the risks, and the benefits of it?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...

Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.

Imagine living (in career terms) in a world where money is the focal point of everything. It’d be very easy to become vain and...

The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...

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...