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Nov 15, 2017

How My Spending Challenge Played Out

In August, Kate challenged herself to tackle one bad spending habit per month. Did she make it? Follow along as she discusses the outcome of her spending challenge and what she learned along the way.

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Aug 9, 2017

Practice What You Preach

At the beginning of June I wrote an article about the adjustments new college graduates face as they enter the workforce. In it, I provided tips on ...

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Jun 5, 2017

From Classrooms to Cubicles

Spring Commencement is over and the Class of 2017 is entering the workforce. Gone are mornings that begin at 10 a.m., nap-filled afternoons and ...

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May 16, 2017

5 Easy Ways to Save on College Costs

College is one of the largest expenses you’ll encounter in your lifetime. Aside from attending an in-state university or receiving scholarships, there are other ways to reduce the amount of money spent on college costs. In addition to saving on tuition, students have the ability to minimize other expenses such as books, room and board. Here are five easy ways to save on costs:

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Feb 9, 2017

Taking Care of a Whole New Generation of Wealth Accumulators

For parents, the questions never stop no matter the age of your children. Perhaps your new college graduate needs financial direction on what to do ...

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Nov 25, 2016

Millennials and Financial Literacy

Studies have shown that Americans do not have a high level of financial literacy. Furthermore, millennials have been identified as the subgroup with the weakest proficiency.

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Aug 22, 2016

The Next Generation of Student Loan Debt Refinancing

To consolidate, refinance, or do nothing? The answer is not simple. It’s based on everyone’s unique situation—type of debt (federal or private), current interest rate, income level, occupation, estimated payoff timeline, etc.

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May 17, 2016

Staying Connected with Social Media

In today’s digital world, sharing important information with our clients has become easier than ever before.

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Dec 16, 2015

College Students: Build Your Credit!

It’s that time of year! The holidays are upon us. For college students, this generally marks the end of a semester and a few weeks at home.

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Nov 30, 2015

Dear Young Families: Buy Life Insurance, It’s Cheap!

When you are young, your responsibilities in life can change quickly. Within a few years, you can go from single and dependent-free to married with children, a mortgage, and new savings goals.

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Oct 19, 2015

A Millennial’s Vision of Retirement

Are you a Millennial? If not you, are your children? The answer is yes, if born between 1981 and 1997. The experiences of the Millennial generation are and will be vastly different from the Boomer’s, with one exception. Will this generation prepare better for retirement?

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Aug 12, 2015

Money Lessons for Kids

Do you fear your children will waste their inheritance? If so, you are among 30% of parents who believe their family’s next generation has less than good money management skills.