One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

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

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

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.

“My house is paid off, but I have other debt; should I do a home equity line of credit?” Lets talk about it.

The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...