Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.
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.
In today’s digital world, sharing important information with our clients has become easier than ever before.
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.
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?
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.
Finding health insurance protection that is both cost-efficient and tailored for their individual situations can be tricky for young adults. Your age, employment status, personal emergency fund and medical history can all affect your choice of plan
Aside from the gray hair, mid-life crisis, and teenager drama, your 40s are some of the best years of your life! Why? According to PayScale.com, that’s when men and women reach their peak earnings potential.
The time has finally come; you are sick of driving your old, beat-up car and are in the market to purchase a new vehicle. There is nothing wrong with replacing an older car, especially one that is run-down and unreliable.
Our nation’s student loan debt is over $1,000,000,000,000. Yes, visually much more impactful than saying $1 trillion, right?
Starting at a young age, it is important to develop the fundamental financial principles that you can rely on throughout your life. If you can introduce your family to 2 distinct financial ways of thinking, a sense of perspective, balance and positivity will follow, no matter your family’s financial situation.
It’s December 23! How are you feeling? Maybe a little stressed if your 2013 financial goals are unmet.
As we all know, buying a home is big decision. As a first-time home buyer, many of us don’t know the unexpected costs associated with this purchase