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...

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,...

SHOULD INVESTING BE BORING?

Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...

STAYING ON BUDGET THIS CHRISTMAS

With the Christmas Season rapidly approaching and inflation at an all-time high you may have already thought about your shopping budget....

UNIQUE GIFTING IDEAS WITH GIFT CARDS – BOTH TO GIVE AND RECEIVE!

Have you thought of asking for or giving a gift card recently? “What would you like for your birthday?” Or how about, “Is there anything...

MIDTERM MENTALITY

Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...

THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY, PART II – THE MEAL PLAN

The importance of meal planning As important as an exercise program is, the same importance is placed on meal planning, both if you’re...

LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...

MEASURING YOUR RISK BEFORE INVESTING

You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY. PART 1 – THE GROCERY LIST

Mistakes easily made with the grocery store. Have you ever run into the grocery store for “just a few things” and ended up with “a few...

SAVING FOR COLLEGE USING A 529

How do I save for my kid’s future college expenses? As Advisors, this is a common question that clients have for us. There are many ways...

HOW WATCHING AN INFLUENCER ON SOCIAL MEDIA CAN AFFECT BUDGETS

What is an “influencer”? Influencers are more of a modern term gaining popularity in the last several years, due mainly to social media....