All couples hope for a “happily ever after,” but it’s no secret that money issues can be the primary reasons partners split up or divorce. To avoid future battles over finances, it’s smart to put all your cards—credit and otherwise—on the table. Of course, a...
In recent years, the media has been filled with news about financial topics, from stock market trends to personal finance advice. Unfortunately, in some cases, this information is incomplete, outdated, or simply incorrect. As a financial advisor, I feel it is...
When it comes to financial advice, it’s important to be aware of the good advice and the bad. Unfortunately, bad financial advice is everywhere and it can lead to some costly mistakes. It’s important to be able to recognize bad advice and to make sure you don’t follow...
Many individuals aspire to help the next generation build wealth; it’s human nature to want our kids, and their kids, to have bigger and better of everything we had. With that in mind, below are a few ways that individuals can help set their family members up for...
Your company’s retirement plan is a valuable benefit that can get you on track for an awesome retirement. The example below shows an employee earning $40,000/year, paid weekly. Their employer provides a common match of 100% of the first 3% of pay and 50% of the next...
