Develop Financial Character

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: 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 [...]