Your Virtual Financial Consultant through the Financial Shock
Our team of Financial Consultants is here to help with your questions around managing your money and taking care of your family during these difficult times—all without leaving your home.
Educators Retiring in 2020
Written by Mason Moses. As an educator who may be considering retirement, it is important to evaluate how you can maximize your benefits. 2020 has been the most difficult time many professionals have faced within the educational field, making the desire to...
The Financial Wellness Trifecta
Written by: Mason Moses My family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes, and the Belmont Stake. We are not racing experts by any means, but the pageantry, tradition, amazing animals, and fun in attempting to pick the winner...
4 steps to help you create a budget so you can build savings and retire with confidence
Written by Doug White. You need a budget if you… Wonder where all your money went each month. Have goals for savings but you don’t think you have any money to save. Haven’t started putting anything away towards retirement or other long term goals. Have debt that...
31 Days of Financial Wellness
You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills, save...
5 Tools For Children on Financial Habits: Written by a Father of Three
Following the recommendations of our elected and government officials to stay home and stay safe has provided the opportunity for many of us to spend more time with family. Whether it is going on walks, playing board games, watching movies, or simply just enjoying...Follow Us
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