The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...
Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...
What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...
What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...
A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...
When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...
What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...
With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...
I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...
Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
