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MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

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MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING

Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...

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3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING

HIGH YIELD SAVINGS ACCOUNTS & MONEY MARKETS – FREE MONEY

One thing I’ve been talking about with clients more this year, especially as the year has progressed and interest rates have increased,...

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HIGH YIELD SAVINGS ACCOUNTS & MONEY MARKETS – FREE MONEY

GOVERNMENT TREASURIES: BACK IN VOGUE

In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...

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GOVERNMENT TREASURIES: BACK IN VOGUE

WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD

What are rainy days? You’re in the midst of paying off your debt and tackling it with a speed that is even impressing you. Your debt...

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WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD

WHAT ARE TARGET DATE FUNDS?

The Basics of Target Date Funds If you have a retirement plan through work (401(k), 403(b), etc) and are putting money into it, it’s very...

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WHAT ARE TARGET DATE FUNDS?

AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...

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AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

NUMBER ONE INDICATOR OF WEALTH

Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...

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NUMBER ONE INDICATOR OF WEALTH

CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

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CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

I recently went on New Day Cleveland to share some Quarantine Budget Tips and I wanted to share them here as well. This pandemic has...

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NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

WHAT IS A ROTH IRA?

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...

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WHAT IS A ROTH IRA?

HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS

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,...

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HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS

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