Updates

Timely insights on the financial issues or events that matter most to you.

Preparing for a Baby: 5 Financial Tasks to Tackle

The idea of growing your family is exciting! There are so many new experiences that are just around the corner. But with a growing family comes growing financial responsibilities. Did you know the average family spends up to $12,000 on expenses related to their child just in the first year of life? Preparing for a baby […]

Creating A College Fund For Kids

College is expensive. There’s no other way around it. Even with grants and scholarships, you’ll still likely have to pay out of pocket for tuition, school supplies, and other financial obligations. But, by starting a college fund when your children are young, you’ll have the money ready to go when it’s time for them to […]

Protect Your Family: Understanding Life Insurance Basics

Talking over life and death matters isn’t fun or easy. But it’s important—especially if you don’t have a plan in place or know the life insurance basics. The last thing you want is to leave your loved ones at a loss because you didn’t prepare for the worst-case scenario. Need to handle life insurance matters but […]

Saving Money in College: 6 Easy Hacks

Did you know that the national student loan debt has skyrocketed to $1.5 trillion? If you want to limit the amount of debt you accumulate by graduation, saving money in college should be your priority. Do you want to learn how to save money as a college student? Keep reading for six genius tips. 1. Take […]

Grow Your Wealth: How to Make Your Money Work for You

While it may be tempting, riding the waves of Bitcoin may not be how to make your money work for you in the long-term. There are people who do get rich off of well-timed investments, but most stick to key wealth-building fundamentals. That means taking care of what you have, making appropriate risk-tolerant investments, and snowballing success. […]

Preparing for the 2020s: 4 Smart Investment Ideas for 2019

Can you imagine how much money you could have made if you had invested just a few hundred dollars in Apple or Microsoft early on? Some may consider the best time to start investing was 20 years ago. The next best time is right now. Putting your money to work for you is an excellent […]

How to Teach Kids About Finance

There’s no parent who wouldn’t want his/her children to be successful in life. Most parents will agree that it is important to unleash their kids’ academic potential while also teaching them life skills such as playing piano and participating in sports. However, teaching your kids about money is arguably the best education any parent can […]

Traditional Vs. Roth IRA

When planning for retirement one of the first questions you may have is what is the difference between a traditional vs Roth IRA? Although they have many similarities, there are some key differences that one should consider before deciding which one to contribute into. What is an IRA? First, let’s cover what an IRA is. […]

How Much Do You Really Need To Retire?

“Am I going to run out of money in retirement?” If you have already started putting money away for your retirement, you have probably asked yourself this question at some point. The truth is that nobody has a definitive answer, especially for your unique scenario. There are so many factors that play into how much […]

The Importance of Estate Planning

If you’re like most Americans, you probably have never paused to ponder what could happen to your business and loved ones when you die. According to a study carried out by Harris Interactive®, 55% of Americans do not have a will. Unlike years ago, when estate planning was considered a practice reserved for billionaires, it’s […]