Quitting Your Job? How to Prepare…

Quitting your job can be stressful. Not only are you a nervous wreck, staring into the mirror, rehearsing the resignation speech you have to give your boss, but your personal finances can cause an entirely different level of pressure during this time. The questions sound something like this: “Is this a stable job? Is this …Read More

The 401(k) Rollover

Many employers offer an employer-sponsored retirement account called a 401(k), as I’m sure you’re aware. But, many people aren’t aware that when you leave a job and you’re preparing for retirement, that the money in your employer-sponsored 401(k) provides many benefits to “take the money with you”. Let’s take a look at a few of …Read More

Hello Summer!

Happy First Day of Summer! Did you know that in the United States over 650 million long-distance trips are made during the Summer? Planning and preparing for all those vacations can make the little “to-do’s” fall to the wayside. Take a look below at a few reminders to ensure you’re not missing anything: Sell It: Now is …Read More

Reminder: Father’s Day!

If you thought it was hard to find the right gift for Mother’s Day, trust me when I say, Dad’s are not any easier to shop for. Father’s Day is a special day to recognize fatherhood and celebrate the important fathers and father-figures in our lives. Remember to show extra thanks to all of the …Read More

How the Fiduciary Rule Affects Ordinary Clients

Written by Brian O’Connell & originally published on insurancenewsnet.com The DOL Fiduciary Rule is at least partially now in effect, and, until now, the overarching question has focused how the new rule will impact financial advisors. But hold the phone – shouldn’t the real question be how the new rule impacts the ordinary investor? The answer to that …Read More

Tips for Buying a New Car

You’ve pushed it off as long as you can, but the time has finally come. You’re at your wits end and have decided that you’re done funneling more money into a car that is no longer worth it. It’s time for a new “ride.” Purchasing a new car/truck/van, can really be an exhausting experience; hours …Read More

The “Tipping” Controversy

Do you know how much you should you tip when you’re at a restaurant? Are you supposed to tip the pizza delivery driver on top of the delivery fee that’s already been applied? What about your mechanic? To better understand how, who and when to tip, it helps to understand the background and history of …Read More

Gifts for the Grad

Graduation season is upon us! Some of you may have already watched your child or grandchild walk across the stage and accept their diploma while others are anxiously awaiting. As exciting a time as this is, it can also offer that nervous anticipation knowing they’re taking their first steps into adulthood. No matter the feeling, …Read More

5 Strategies to “Boot” Financial Stress

Have you ever opened up a bill or a statement and the first word that came out of your jaw-dropped-mouth was an “uh-oh”? I’m sure it’s happened to all of us at some time or another. Between the bills, credit cards, ever-growing interest rates, savings, retirement, kids…the list goes on and on – it’s easy …Read More

Happy Mother’s Day!

Typically in these weekly newsletters, I like to give you some type of financial insight or show you ways to better budget and save your money. But today, I just want to write to all the Mother’s. So, to all you Mother’s out there… Happy Mother’s Day! Take this day to celebrate everything you’ve done, …Read More