Is it Worth it to Hire a Financial Advisor?
Jun 26, 2024
When people think of financial planning, their focus is on saving money and planning for the future, which is great. But it gets them to think, “Do I[...]
How to Become a Retirement Plan Millionaire – The Number is Increasing
By:
Shawn J. Walker
Jun 12, 2024
Who doesn’t want to be a millionaire someday? The problem is, that many people think the only way they’ll ever have a seven-figure bank balance is to[...]
Who Needs a Financial Advisor?
By:
Jay Sprinkel
Jun 04, 2024
We may seem biased, but many people can benefit from working with a financial advisor. A comprehensive financial plan is devised to help you plan for[...]
What is an Emergency Fund? And Other Financial Planning Facts
Mar 28, 2024
Things may be going well for you right now. You may be advancing in your job, your investments are rebounding and life, overall, may generally feel[...]
A Little 401(k) Education: Roth Versus Traditional
By:
Ryan Ansted
Mar 18, 2024
It’s safe to say that most working Americans have heard of a 401(k). Chances are, these same people have also heard of the terms “Roth” and[...]
Born After 1980? Here’s Your 10-Point Guide to Investing
By:
David Sizemore
Feb 13, 2024
If you were born in the 1980s or ’90s, chances are you have a pretty busy life with mounting financial responsibilities. Maybe you have student[...]
New Year, New Financial Goals
By:
Ian Arrowsmith
Jan 29, 2024
It’s that time of year when we realize we may have indulged a little too much over the holidays, and maybe our bank account is feeling the impact.[...]
Will I Get My Ex’s Benefits … and Other Social Security Questions
By:
Shawn J. Walker
Dec 20, 2023
Social Security benefits are a crucial ingredient in many people’s retirement calculations. However, determining how much you will receive in Social[...]
What Retirement Might Look Like for Millennials
Dec 05, 2023
It may seem like the sky is falling for Millennials. Not only have individuals from the segment of the population born between approximately 1980 and[...]
6 Things to Teach Your Children About Money
Oct 30, 2023
It’s never too early to teach your children about money. Starting them off on the right financial foot may be one of the best things you can do for[...]
