HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED

Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...

GETTING THE MOST FROM YOUR SMARTPHONE

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

IT’S WORTH IT WHEN OLD HABITS DIE

Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...

NEW YEAR, NEW YOU, NEW FINANCIAL HABITS

New Year New You With the majority of the holiday festivities now behind us, and the anticipation of the new year upon us, are you trying...

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...

ORGANIZING YOUR FINANCES IN 2023

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

THE IMPORTANCE OF A YEAREND RECAP

A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...

STARTING A SMALL BUSINESS

With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...

ARE YOU BEING TOO CONSERVATIVE WITH YOUR RETIREMENT INVESTMENTS? HOW NOT TAKING ENOUGH RISK CAN AFFE

What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this...

SHOULD I BUY OR RENT?

The Decision to Buy or Rent: There comes a time in life when we all move out of our parent’s house – whether it’s leaving for college,...

BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA

When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...

2023 RETIREMENT CONTRIBUTION BEST PRACTICES

The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...