Tax Season is Over! Now What?

“It’s over! It’s over!” The standard tax season has come to an end – for most people that is! If you did not have to file for an extension then by now you should be wiping the dust from your hands and kicking back to relax! If you had to file for an extension, then …Read More


Retirement Doesn’t Have to be Hard: Read these 4 Tips

When you think of retirement, what is it that you picture? Are you sitting on the beach? Or perhaps spending time with your grandchildren enjoying the special moments? What if your ideal retirement was just to be financially sounds? If I was in front of a room full of people and I went around asking …Read More


When to Seek Financial Counsel

Have you ever found yourself sitting down thinking, “I should have done that onething sooner?” Did you end up singing the “would-a, should-a, could-a’s?” Timing is everything. But when we can’t control the timing of certain occurrences, life seems chaotic. With a little guidance from our experienced and knowledgeable team, we can help to be …Read More


Fears Holding Investors Back

Information is at our fingertips. If you went on the Internet, went to Google, and typed in: retirement advice, you’ll end up with 148,000,0000 search results in 0.87 seconds. Wow! If that doesn’t scare you, then you must love to read! When you have that much information at your fingertips, how could you not have …Read More


How to Lower Your Childcare Expenses

Although your kid(s) are the light of your life, love alone doesn’t pay the bills – but wouldn’t it be nice if it did? With the average childcare expenses ranging anywhere between $13,000 to $20,000 per year it seems that it’s more expensive than ever to raise a child these days. Unfortunately, many households don’t …Read More


Stock Market Got You Panicked?

Monday, February 5th had investors nervously concerned in fear of déjà vu from 2008. I must admit, when the market plunged 1,500 points, I was a little apprehensive myself. After that brief moment in which I let my emotions get the best of me, I stepped back to take a deeper look into my concern. …Read More


Are You a Groundhog Investor?

When you think of Groundhog Day, what comes to mind first? Bill Murray, the groundhog or the dreaded possibility of six more weeks of winter? What’s most uncanny about Groundhog Day is that Punxsutawney Phil has one job to complete which is: he leaves his den and then retreats back inside. Every year he comes out, and then …Read More


7 Scenarios to Break Open the Emergency Fund

Emergencies happen. Things happen. Life happens. Are you prepared? When an emergency happens, there are no forewarnings or “red flags” to prepare you along the way. Most of the time, they occur unexpectedly and at the worst times. The real question that most people ask themselves when going through the emergency, is when should they actually use …Read More


Spending Habits of the Tired One

Were you aware that your spending habits change as the hours go by in any given day? Take a step back and think about it for a second; outside of paying your bills on time, at what time of day are you more prone to spend money? If you guessed after sundown, you’re spot on. …Read More


Five Fallacies of the Unprepared Retiree

Every day you’re reminded over and over again “Don’t delay! Prepare for your retirement today!” Naturally, you’re probably thinking, “I have plenty of time to think about my retirement later on”. And, without skipping a beat, you go about your day. Does this sound familiar? If so, you’re going to want to read this! The …Read More