Mark Tremonti and Scott Stapp (1999) Higher The end of October is an interesting time for many....
Personal Finance Resources
Learn how to take control of your finances. Read our blog posts below on debt, budgeting, investing and more.
October Market Commentary
‘Cause, everything’s right / So just hold tightThis crazy world / It turns, it turnsEverything’s RightPhish Back in June, the song for the Q2 commentary was the Beach Boys “Good Vibrations”, appropriate given the strong finish to the quarter after the brief Tariff...
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You Need a Financial Advisor, and Here’s Why
You Need a Financial Advisor, and Here's Why With contributions from Mark Essenfeld, CFP®, AIF® Many people struggle with decisions in life that have financial implications; and the struggle is typically based upon the life implications of the decision rather than...
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...
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...
Building Blocks for Financing College with Less Debt
Consider This When Setting Financial and Investment Goals
Five Money Moves to Make in 2022
Adjusting Your Savings Plan to Fit You
Financial Planning For Starting a Family
3 Quick Tips on How to Manage Your Money
The Most Common Budgeting Mistakes
While it’s easy to envision a budget, it can be very difficult to actually stick to it and carry out your plan. Here are some of the most common mistakes you can make while budgeting, and tips for avoiding those mistakes! Mistake #1: Setting An Unrealistic Budget...