Blog
One of my primary goals as a financial advisor is to provide you with the education and resources you need to take charge of your financial life. These blog topics should help you to clarify questions you may have.
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5 Reasons Young Families Need a Financial Plan
As a young family, you probably know that it would be beneficial to get your finances…
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Roth vs. Traditional 401(k): How to Choose
Many companies now offer the choice between making Roth 401(k) contributions or traditional 401(k) contributions (or…
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When It Comes To Investing, Focus On What You Can Control
Deciding what to invest your money in can be a confusing process. There are thousands of…
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What is Fee-Only?
There are several ways financial planners can be compensated, which can make things confusing. We work…
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The Best Ways to Save for Your Children
You want to set your children up for financial success, but what’s the best way to…
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Should Young Families Prioritize Paying Down Debt or Saving for Retirement?
One of the biggest areas we help young families with is prioritizing how to put each…
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5 Ways to Build Flexibility into your Financial Plan and Why It’s Important
Carl Richards is a financial planner and author who has written extensively for the New York…
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The Ins and Outs of Estate Planning
Have you heard about estate planning but have been putting it off or don’t think you…
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Save Hours on Budgeting by Focusing on the Big Picture
If you’re like me, tracking your spending or creating a budget sounds like a horrible way…
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What Are I Bonds And Do You Need Them?
You may have heard about Series I Savings Bonds (sometimes called I Bonds) in the news…
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Why You Should (Almost) Never Prepay Your Mortgage
We tend to think debt is bad and want to pay it off as quickly as…
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7 Things to Consider When Starting a New Job
Starting a new job can be a stressful time. On top of trying to learn a…
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