John-Mark Young
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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Drew Hodgson
Nov 24, 20224 min read
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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Andrew Young
Nov 23, 20223 min read
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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John-Mark Young
Oct 22, 20224 min read
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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Lindsey Curry
Sep 15, 20223 min read
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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Jake Buckwalter
Sep 1, 20223 min read
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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Whitaker Myers
Apr 26, 20224 min read
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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Whitaker Myers
Mar 25, 20224 min read
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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John-Mark Young
Jul 19, 20214 min read
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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Whitaker Myers
Sep 28, 20202 min read
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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Whitaker Myers
Dec 26, 20193 min read
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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Whitaker Myers
Oct 24, 20194 min read
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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