Budgeting: Wedding Style
Whether your family is helping to pay for your wedding or the money is coming out of your own pocket, you’ve most likely had a conversation to discuss how much…
Take Charge of your Finances
Think Twice Before an Auto-Rebalance in Your 401k
Is your 401(k) or other retirement plan set to automatically rebalance? An auto-rebalance normally occurs quarterly or semi-annually, and with the end of the second quarter approaching, it’s important for…
When in Doubt, Don’t Give it Out!
Have you received a suspicious email or phone call lately? Has someone tried to confirm your personal financial information? It is okay to not answer unsolicited requests about you and…
Top 5 Millionaire Investing Mistakes
Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing…
Working Because You Want To, Not Because You Have To
While it is not a good idea to base your retirement plan on working in your 70’s, many retirees are finding that they enjoy getting back into the workforce. A…
The Truth About 401k Target-Date Funds
Many individuals investing on their own are now using target-date funds in their 401ks. Target-date funds generally have an asset allocation (stocks, bonds and cash) based on your expected retirement…
Spending More Time on Things You Enjoy
Now that I have two daughters under the age of 3, I don’t get out to the golf course very often. Let’s just say there have not been a plethora…
Tough Topics to Discuss Before Tying the Knot
Throughout your relationship together, you have learned a lot about each other. You know the things you both enjoy and the things you do n’t, but have you ever taken the…
10 Smart Money Saving Tips!
When people think of saving money, they initially think they need to cut something they enjoy. Instead, people should think about spending more wisely. We’ve compiled a list of cost…
5 Steps to Pay off Credit Card Debt
As financial advisors, we typically focus on building and managing wealth. However, it’s also important to point out impediments to building wealth and financial security, like consumer debt. While low…
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We break down some of the most important questions we are asked on a regular basis.