Have you set your 2020 goals? Dennis Bielik and Matt Escalante weigh in on how to reset your finances going into the new year. Have a question? Submit a message below: Contact us form — blog postsIf you are human, leave this field blank.Full...
2019 is over, but the market keeps on rolling in 2020. Dennis Bielik and Eric Light discuss how the Charles Schwab and TD Ameritrade merger could affect the market going forward. Have a question? Submit a message below: Contact us form — blog postsIf you...
In this week’s podcast, our very own Dennis Bielik, CFP® interviews guest speaker Daniel Williams, CPA of LaPort CPA’s & Business Advisors. Listen in to hear the two discuss 401k’s and common audit findings, including: Common pitfalls for plan sponsors...
In this week’s podcast, Dennis Bielik and Eric Light discuss clues you should look for when investing. They’ll talk about: Current state of top companies – including October news from Charles Schwab! Retail versus institutional preferred offerings with...
In this week’s podcast, Matt discusses debt management in regard to credit and keeping up with your personal finances. Listen to learn: Developing credit history Credit scores and how they’re calculated Debt-to-income ratio and budgeting according to your earnings...
In this week’s podcast, we are joined by Mike Starn, a Quicken Loans Director, to talk about some of the common questions we get from clients regarding the path to home ownership. We’ll cover: How to get into a home with less than 20% down payment 28/36 rule –...
