Episode 39 – 7 Insider Tips for Picking Your Best College
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. It doesn’t get much more stressful than preparing your child for college.…
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The Art of Making Money Plenty
The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security…
The Bottom Dollar Effect and Moments in Motherhood
It’s hard to believe the summer is almost over and kids will be going back to school soon. A few weeks ago I bought my son new school uniforms for…
Employee Spotlight- Darian Billingsley
Meet Darian Billingsley—our newest Client Service Associate! Darian recently joined us full-time as our newest Client Service Associate after completing our internship program. I knew early on that her ability…
Episode 38 – Things You KNOW But Don’t DO
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat…
Financial and Physical Fitness: They don’t have to be mutually exclusive
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and…
Lucky List of 13 Summer Reads, Ep #37
There’s always more to learn when it comes to the world of finance. A great way to squeeze in some extra know-how this summer is through reading. So on this…
Should I contribute to a Roth or Traditional 401k? 5 Key Considerations
This is a question we usually hear frequently when clients are filling out employment paperwork for a new job or during open enrollment time. Contributions to a 401k have traditionally…
Money Can Buy Happiness, Ep# 36
When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but…
Social Media and the Fear of Missing Out
The rise of social media has brought with it many blessings and curses. Being connected allows us to keep in touch with old friends and establish connections with acquaintances who…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.