Develop Financial Character

Becoming Enlightened: Financial Statements and Documents

One thing that schools actually do teach about money is financial documents. The tough thing is that typically it's only taught in college level classes that focus on business management or accounting.

Becoming Covered:Group Benefits Maximization

What is one of the toughest parts of starting a new job? Is it the new commute to work? Is it the social awkwardness of not knowing whom to sit with at lunch time? No. It’s the sign-up for group benefits.

Becoming Investment Savvy: Investments 202

This is the follow up to our Investments 101.

Becoming Celebrated: Updating your Will

We hope that you enjoyed Father's day! It's been awkward for me since my father passed away in 2012. I'm blessed to be a dad, so I think about some of the things that he did for me, but also some of the things he forgot.

Becoming Proactive: Inflation

Inflation comes from the latin "inflationem" meaning a puffing up or blowing into. Or flatulence, lol! https://www.etymonline.com/word/inflation

Becoming Noteworthy: Buy-Sell Agreements

Imagine this... 

Becoming Aware: What is a Fiduciary?

How many people have you seen online talking about money? 5, 10, 100?

Becoming Enlightened: Background Checks and Money

So, you landed a new job? Amazing! The last step is just to pass a background check and drug test - no problem.

Becoming Protected: Long Term Care Insurance

Long term care insurance isn't a fun one to talk about. Honestly, it's kind of frightening to think about needing assistance as you age. I wanted to help clear up some of the many things to consider when it comes to long term care insurance!

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.