Why Financial Education Matters Today
Why Financial Education Matters Today April is National Financial Literacy Month – and we are suggesting some changes. Americans are in need of financial education and coaching, and the goal should be more than basic literacy, it should be financially empowering...
5 Tips for a Burden-Free Tax Season
5 Tips for a Burden-Free Tax Season We know it’s coming—every year. For some of us, it’s a great thing. For others, not so much. Tax season can mean different things to different people. However, one thing is for sure, if you know you’re going to owe, you hold off on...
A Plan for Teachers: Get Your Finances Under Control
Once upon a time, educators across the spectrum, from kindergarten to university, retired with nice healthy pensions that afforded them a nice living similar to the one they had while working. Sadly, that fairytale has come to a halting end these days. Although most...
Building Blocks for Financing College with Less Debt
Financing a college education with the least amount of debt involves putting together a variety of resources in the most favorable way for your family. It requires planning, savings discipline, an understanding of financial aid, smart college research, and good...
Congratulations to Sarah Nadiri
It’s our honor to announce that our very own Sarah Nadiri passed the CFP® board exam and is now a CERTIFIED FINANCIAL PLANNER™ professional. A CERTIFIED FINANCIAL PLANNER™ professional is a financial advisor who acquires a highly regarded certification for...Follow Us
Follow Us