10 Steps to Maximize your Employee Benefits
Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits…
Blog
Leaving and Receiving an Inheritance by the Decades, Ep #122
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more…
Row the Boat- Keep Your Finances Moving in the Right Direction
I was reminded over the weekend while listening to a sermon series of a phrase I’d heard a couple years ago: “Row the Boat” I’m sure the phrase has been…
The Impact of COVID-19 on Women’s Financial Lives, Ep #121
We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers,…
Can I Take the Home Office Deduction?
The COVID-19 Pandemic has caused a mass transition of employees to begin working from home. In turn, it has prompted many to question whether they can now deduct the use…
How Should I Position My Portfolio Before the Election? [UPDATED], ep#120
Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant…
Do Downturns Lead to Down Years?
Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 15 of the…
Preparing for a Professional Pivot, Ep #119
2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Whether you are one of…
Do’s and Don’ts for Young Adults Building Their Credit
Whether you’ve recently graduated or are early into your career, building up your credit at an early age can have a positive impact on generating financial independence and give you…
Do You Ask These Questions When Selecting Investments?, Ep #118
We know how important it is to save for retirement, but at the same time, focus on enjoying life now. In this episode, we walk you through how to…
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We break down some of the most important questions we are asked on a regular basis.