Develop Financial Character

Becoming Attentive: Taxes & Brackets

Everyone has heard the saying that nothing is certain except for death and taxes. Both of these are scary things for people. However, by learning a little about taxes, you can make smart decisions to ensure you understand how you can optimize your resources.

Becoming Loan Savvy: Student Loans

Perhaps when you were in college you had to quickly sign for a loan so that you could get in to school.

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 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 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 [...]

Becoming a Doer: Money & Procrastination

The word procrastinate comes from Latin word Pro {Forward} + Crastinus {Belonging to Tomorrow}. So, when we say we have trouble procrastinating it means that we tell ourselves that we'll do it tomorrow or some other magical time when we have the time, energy, or money. When it comes to money and financial planning, I've [...]

Becoming Efficient: Tax Strategies

What do you think of when you hear the word "taxes"? Some people think it's theft! Some people think they are needed for the US to thrive as a nation, and they think people who make more money should pay the most taxes. From what I've found with our clients, most people think of taxes as a necessary nuisance.