‘Cause, everything’s right / So just hold tightThis crazy world / It turns, it turnsEverything’s...
Financial Planning
Stay on top of all the latest trends in personal finance and how they affect your financial plan.
September Market Commentary
We just tryna catch a good time /Even if it takes all night Good TimeNiko Moon With Labor Day falling on September 1st this year, it seems like Summer 2025 was shorter than it should be. Yes it was the same number of days as always, but it just seems shorter. Maybe it...
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To Buy or Rent a Home – that is the question:
To Buy or Rent a Home - that is the question: With contributions from Mark Essenfeld, CFP®, AIF® From a purely financial perspective, there is an old adage for maximizing wealth accumulation that one should buy those things that are likely to appreciate in value and...
How to seek the best tax benefits with your retirement plan
How to seek the best tax benefits with your retirement plan Lower your taxes now Contributions to a standard retirement savings plan, like a 401(k), 457(b), or 403(b), are withdrawn from your pay before income taxes are applied. Each year, these "pretax...
A Date with Destiny – Financial Planning at every age!
A Date with Destiny - Financial Planning at every age! With contributions from Mark Essenfeld, CFP®, AIF® Many are of the opinion that financial planning is only necessary after there is significant income and savings to manage; but the truth is that every age has...
3 Areas Where Employee Financial Wellness Can Affect Your Organization
3 Areas Where Employee Financial Wellness Can Affect Your Organization Perhaps not surprisingly, the latest PwC Employee Financial Wellness Survey found that 40% of full-time employees said their top financial pressure is that everything costs more these days. Only...
Bridging the Retirement Income Gap
Bridging the Retirement Income Gap When estimating the amount of income needed in retirement, you may start by considering the type of lifestyle you want to live and the age at which you’d like to retire. But as retirement age nears, it may become apparent that prior...
Investing Do’s and Don’ts
Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea how to get started, you’re not alone. Investing isn’t something taught in our high school curriculum so by the time you’re a little older and earning...
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What is a CERTIFIED FINANCIAL PLANNER™️?
6 Keys to More Successful Investing
