Helping you better understand your money so you can reach your goals

Securing your family’s financial future

There are so many factors that come into play when planning for your financial future as an individual. You may choose to join your life with someone else and possibly go on to grow your family. Creating and maintaining a financial plan with loved ones in mind can be quite intricate and involved. As a …

Staying proactive with your finances

Does thinking about finances overwhelm you? Is it hard to find quality advice amidst all the noise modern life has? The pressure from knowing when to upgrade your iPhone and when to dine in rather than out, all impacts the stress an individual may feel. Social media also plays a role in society’s finances. The …

Life insurance: Do you need it?  

The choices in life insurance policies can be confusing. Life insurance needs vary depending on your situation and it can be hard to know exactly where to start. The real question is do you need life insurance? According to the 2019 Insurance Barometer Study (Life Happens/LIMRA), 40% of those without insurance coverage would have immediate …

Do you own a business? What value would an Advisor bring?

No matter where you look, it seems the bulk of all financial advice is the same. Headline splashes about a variety of topics but – all appear to repeat themselves. Investment advice needs to be tailored to individuals based on their needs, especially when those people own their own business. At some point that business …

Boost your retirement savings

When it comes to saving for retirement, maxing out your 401(k) and/or Individual Retirement Account (IRA) is just the beginning. Here are four scenarios in which you may be able to give your savings an extra boost. 1. Your spouse doesn’t work So long as you have earned income, your non-working spouse can maintain a …

Credit score: .25% could cost you thousands

Many people don’t understand the value of a good credit score. It’s more than the prestige of having a high number. It’s your ability to get a car loan, an established credit card and borrow when you’re ready to buy a home. As a consumer and an investor, you want to have access to credit …

Should you lease or buy your next car?

How do you determine whether you should buy or lease your next vehicle? Well, it really depends on what you want out of that vehicle, your financial picture, and who you are as a driver. It’s complicated and involves a lot of moving parts. Don’t worry, we will break it down to help you make …