Articles

Why You Need a Financial Advisor

Let’s face it. We hate spending money on things we think we can do ourselves. Maybe you feel that way about investing. Why should you pay a financial advisor when you could manage your money yourself? There is a lot of secondhand information floating around about financial advisors. People tend to cringe at the fees, […]

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Should I Pay a Tax Professional to File My Income Taxes?

Let’s be real—doing your taxes sucks. There are so many rules that you may or may not be following correctly, even with the help of online software. If your financial situation is straightforward, filing your own taxes could be your best bet. But the truth is, most of us could benefit from having a tax […]

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Don’t Panic! Riding Out the Market’s Ups and Downs

Unless you’re living in a bubble, you know the stock market has taken a nose dive in the last few days. But take a deep breath. Don’t panic. Things are likely better than your investing portfolio is showing.  What Is a Market Correction? Many experts in the financial world are saying the recent drop is […]

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Why Should I Invest 15% of My Income for Retirement?

Nowadays, everyone seems to be an expert on investing. How much you should invest, where to put your money, and when to get out before the value drops. So, who do you believe? What are the right answers? Why does this stuff seem so difficult? I understand how you feel. The financial industry makes investing […]

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How Much Money Do I Need in Retirement?

It’s out there, looming like a dense fog on the horizon. You know it’s coming, but you feel powerless to stop it. Your blood pressure rises. Your anxiety spikes. You watch it march closer, but you stand motionless in its path. What is it? Retirement. Have you ever felt that way? I have. I’ve been […]

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How to Talk to Your Spouse About Finances

The fight started with a receipt. John was searching in his wife’s purse for a pen when he noticed the small slip of paper.  “What’s this receipt for, Karen?” he asked.  “Oh, that. I bought some comfortable shoes for our trip since we will be walking a lot,” she responded.  “Shoes? You’ve got like 50 […]

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Investing 101: How to Start Investing

Welcome to Investing 101! You’ve come to the right place for the right information on investing basics. Before we start, I want you to hear me say this: The world makes investing way more complicated than it should be. But don’t let that intimidate you. Investing is less complicated than you think. You can do […]

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How to Save for Emergencies, Big Purchases and Retirement

We all know we should be saving money, but why don’t we actually do it? Back in the day, your grandma saved her money in a coffee can and put it on a shelf in the kitchen—or some variation of that method. It gave her quick access in an emergency, but it was stored away […]

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Diversification: A Secret Weapon of Wealth-Building

“Diversification, along with other financial instrumentation, will allow allocation of capital along the market continuum while improving earning levels when investing conditions lack equilibrium . . .” Did that make your head spin? I made it up to prove a point. The word “diversification” is one of those $20 words you hear on financial news […]

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When Should I Start Saving for Retirement?

There’s no present like time. I know, it’s backwards. But it makes a point. This reversal of the famous “no time like the present” is a reminder that time is precious—something you can’t get back once it’s spent. So, you have to make the most of time you have, whether you’re building friendships, making memories […]

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