<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=905697862838810&amp;ev=PageView&amp;noscript=1">


Your one-stop resource for everything related to your financial well-being. 


Recent Posts

Find a Wealth Advisor Your Whole Family Trusts

While not a subject we like to talk about, we all will die at some point, and we must plan accordingly. With regard to our finances, that planning means finding a wealth advisor who works for your entire family, so that when one spouse dies, the widow/widower and remaining family members know where they stand and are still on track to reach the family's financial goals.

Read More

6 Financial Habits to Establish as a Young Adult

As a young adult, it's easy to feel like you have all the time in the world to straighten out your finances and get on the road to financial freedom. While you're right that time is on your side, another way to look at it is that the time is now to establish habits that will set you up for the secure financial future you dream about. By taking the time and enforcing the self-discipline necessary to live by the following six rules, you'll create a solid monetary foundation that will serve you well for the rest of your life.

Read More

Is a 401(k) Rollover Right for You?

When you leave a job, one big decision you face is figuring out what to do with the funds you've accumulated in your employer's 401(k). You have a number of options for moving your money out of that plan, or you could opt to keep your money invested there, even though you won't be able to make new contributions anymore.

Read More

Saving for Retirement Versus Saving for College

Raising a child is expensive. From basic needs like food, clothing, and doctors’ visits, to extracurricular activities, experts say rearing a child from age 0 to 17 costs roughly around a quarter of a million dollars. And while you’re spending that quarter of a million to raise your mini-me, you still have to think about finding enough extra income to save. But then, the question arises: Where should you be focusing your savings? Should you be saving for retirement to live out your golden years carefree, or should you be saving for your little one’s higher education?

Read More

Estate Planning 101: 6 Reasons Why You Need a Will

You know what they say: where there’s a will, there’s a way. This is true not only in life but in death as well. A will is necessary to provide a clear directive for your family after you pass away. Some may believe that a will is only for the high-brow rulers of society, but in reality, a will is for anyone who wants to provide clear communication of their wishes to their family and loved ones upon death. 

Read More

3 Financial Activities You Should Consider When Planning For a Baby

First comes love, then comes marriage, then comes baby in a baby carriage? No matter the path you took to get here, if you're expecting a little bundle of joy or planning to adopt a child, now is the time to start planning ahead. Perhaps it's been something weighing on the back of your mind, and you just haven't gotten around to it, or maybe you hadn't even considered the financial "to do" list that comes with a new baby, but the fact is, adding a new family member comes with new financial obligations.  

While you may not get to choose which college your child will attend or which career path they will take, there are steps you can take to lay a foundation of financial success for your children. Here are three specific steps you can take to better prepare for your growing family.     

Read More

When to Dip Into Your Emergency Savings Fund

If you look up "emergency" in Merriam-Webster's dictionary, you'll see the definition is listed as, "an unexpected and usually dangerous situation that calls for immediate action."  When considering whether a specific expense is an appropriate use of the emergency savings fund you probably saved for years to accumulate, the word unexpected is key. 

Read More

Steps You Should Take AFTER You Pay Off Your Credit Cards

It's the big day! Whoopee! You've graduated to an elite group of consumers who have paid off all of their credit card debt. Congrats! Okay, so there's no pomp and circumstance, no commencement speeches and no one is handing you a diploma, but there's definitely a great reason to celebrate. So, give yourself a high five! You should be proud of your persistence and sacrifice, and soak in the feeling of freedom that comes with being free of credit card debt. 

Read More