Thank you for tuning into the second part of our two-part series on the process of evaluating individual stocks. If you haven’t read through part one check it out here. This time we’ll be focusing on dividend producing stocks, when to sell, and what not to do when stock picking…

You’ve maxed out your employer’s sponsored 401K or tax shelter annuity program. You’ve taken advantage of your company’s matching contributions. Only then should you even start to consider purchasing individual stocks, whether it be into a Roth IRA or an individual brokerage account. While history shows that stocks, using the…

Admittedly, I struggle with this very concept myself. How do I teach my children about money without overwhelming them? How do I keep them engaged? Where do I start? There’s no easy recipe to follow, but the worst thing you can do is nothing at all. The sad reality is…

Buying a home can be the single most expensive purchase that you make in your lifetime. If you’re a first time home buyer the whole process can seem overwhelming. …

Financing a college education for your children can seem like a Herculean task. You might be asking yourself, “how can I even think about paying for college for my kids when I’m still paying off my own student loan debt.” The unfortunate reality is that college tuition has skyrocketed and…

Starting a Roth IRA (Individual Retirement Account) can be the first step toward creating a diversified income stream in retirement. Opening a Roth IRA is one of the few simple strategies anyone can employ to ensure that you have tax-free growth in your golden years. …

After 4 years of undergraduate course work, another 4 years to complete a doctor of pharmacy program, and a year of residency training I thought to myself, “all that hard work is finally going to pay off”. I was finally going to be rewarded for devoting nearly a decade of…