Develop Financial Character

Becoming Noteworthy: Group Benefits

As a business owner, it is thrilling and exciting to be off on your own! I can't even explain it fully, but when I opened up my own financial planning firm without anyone "over" me, there was actually a huge sense of relief. I could finally do things my way and earn whatever I was capable of.

Becoming Protected: Health Savings Account

Imagine if there was a type of investment account that you could save money into before taxes, it grew without taxes, and you could take the money out without taxes. 

Becoming Adaptable: Job Changes and Group Benefits

It's so hard to make a move towards a new job! Of course we're always looking for a higher salary but there are so many other factors to consider when looking to make job and life changes. Here are a few of the things we see our clients deal with.

Becoming Dynamic: How a ROTH IRA Works

Last time we talked all about the IRA aka the "Eye-Ra." The good news is that most of the limits and terminology still applies to the ROTH IRA, but I wanted to cover a few of the small differences.

Becoming Celebrated How an IRA Works

Imagine this, you graduate high school, go to college and pay off all four years of college by working a simple summer job. When you graduate you have enough money and credit to start a family, buy a home, car, and even a lake house. You work at the job for years, and they promise you a pension that will pay out a [...]

Becoming Empowered: Don't get Scammed

Hey everyone! Can you believe it's April!?

Becoming Noteworthy: Profit First Planning

Hey business owners! This one is for you!

Becoming Dynamic: Retirement Planning Find Your Number

We just celebrated St Patrick's Day, and I wanted to talk about the "Gold at the end of the Rainbow" Retirement.

Becoming Investment Savvy: Investments 101

One of the most frequent questions I hear is "How do I start investing?"

Becoming Fulfilled: Major Purchase Planning

A major part of our lives is striving towards fulfillment. Some would argue that is what life is about. Self-actualization and attaining one's highest potential. In the US, much of our lives revolve around major milestones that cost a significant amount of money. Typically they are financed or leveraged because we don't [...]