Develop Financial Character

Becoming Thankful: Gratitude with Money

This is the time of year when everyone likes to share what they are thankful for.

Becoming Wealthy: Wealth Formulation

When we work with clients, we say that we help with Wealth Formulation. But why should you "Formulate" your wealth? What does this mean?

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 Celebrated: Risks in Retirement

  Do you want to retire as early as possible? Or do you love what you do and plan to continue working forever?

Becoming Satisfied: Building Up Credit

Woohoo! You are online applying for your first credit card; you can’t wait to receive that shiny new card in the mail so you can take yourself on a well-deserved shopping spree. But then…your application is declined. 

Becoming Celebrated: Spend Down and Income Planning

Have you ever heard someone talk about having their "number" for retirement? 

Becoming Investment Savvy: Investments 202

This is the follow up to our Investments 101.

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.