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Tuesday, June 16, 2020

From a young age I knew I had a passion for helping people. Although, one thing was certain, I was not going to be a doctor. I was never a fan of hospitals or doctors’ offices. I’m not truly sure where I found my passion...

 

Monday, June 1, 2020

Simple – BOTH. While they may sound similar in nature, they are actually very different from one another. It’s really a risk vs. reward discussion and what your comfort levels are with each. When I think of savings,...

 

Tuesday, May 26, 2020

There’s a trend that’s becoming more main stream and as a result we are seeing changes in investor behavior. It’s called socially responsible investing. So, what exactly is socially responsible investing? Well, you...

 

Monday, May 18, 2020

The best way to tackle any large task, whether its building a wall or paying off a mountain of debt, is to mentally break it down into smaller, manageable tasks. It’s very easy to overwhelm yourself by only focusing on the end...

 

Monday, May 11, 2020

Target date mutual funds have become a popular option within many 401(K), 403(B), and other similar retirement plans. In the simplest of terms, Target Date Funds attempt to match an individuals’ expected retirement age with the...

 

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Tuesday, May 5, 2020

Simply put, they are all vehicles for you to save for retirement. Although they each are different in their own ways, they all benefit from some type of tax advantage. 401k & 403b All you primarily need to know is that a 401k is used...

 

Tuesday, April 28, 2020

Financial literacy levels among U.S. citizens is concerningly low. Nearly 2/3rds of Americans exhibit low levels of basic financial knowledge. In a recent survey by the FINRA Investor Education Foundation, nearly 61% of participants...

 

Tuesday, April 21, 2020

How your Federal student loans are affected under the Cares Act Under the Cares Act, Congress signed in to law broad relief for federal student loan borrowers. If you are currently in repayment mode, your payments will automatically...

 

Monday, April 20, 2020

So, you’ve received $1,200 from the government: what should you do with it? Support yourself and your family. This is the whole reason you received this stimulus check in the first place. When bad times come around, the...