6 Missed Opportunities to Avoid With Your 401k
You ever have that feeling? Where you wonder if you’re making the right decisions with your 401k? Asking yourself questions like: Am I taking too much risk? Maybe I’m not taking…
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Do You Know Your Financial Fitness?
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. There’s a reason you hear…
Saving Too Much in a Roth IRA?
Roth IRA’s will turn 20 years old next year after being established by the Taxpayer Relief Act of 1997. Named after the late Senator William Roth of Delaware, these accounts have become…
You Have Two Months to Live…
What would go through your mind if you were suddenly told by your doctor that you had two months to live? Would you be prepared? What would you do? How…
Tax Breaks and Loan Options to Pay for College
Your child has selected a college, and now comes the fun part: figuring out how to pay for it. As the four-year cost of college can range from $100,000 to…
Retirement: What’s your magic number?
A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads. The number reflected how much they…
My FPA NexGen Gathering Experience
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I…
Can my 401k be too big?
As financial advisors one of our primary goals is to coach our clients to save and invest, while directing those savings to the most beneficial accounts possible. In the modern…
Why Financial Health Matters to Us
You’ve been there. That mental limbo of whether you should go to the gym today or not. You know you’ll feel better after going, not to mention the positive long-term…
5 Financial Steps for Newlyweds
When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is…
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We break down some of the most important questions we are asked on a regular basis.