Why we’re here

Everyone knows you should spend more time on your finances, but when you have a busy job, a bustling family, and a million things on…

IRA versus 401(k) — Which one first?

One of the questions we get all the time is whether to contribute to your IRA or your 401(k)…

How to optimize your savings

Should you save for retirement or pay off your student loans? Open a 529 plan or save for a house? You’ve…

What do advisors do anyway?

Ever wondered just what a financial advisor is supposed to do for you? Here are six roles that financial…

2019 Financial Checklist

Just like you get a physical each year, it’s also good practice to review the state of your money’s health. In that…

The importance of emergency funds

It’ll never happen to me. It’s smooth sailing as far as the eye can see.

Why cash management?

If you’re like most people, you’re busy. You have a job that keeps you occupied during the day, and family, fun, and…

Time in the market, not timing the market

If you’ve ever jumped into the world of personal finance blogs, you’re going to run…

How to navigate the alphabet soup of account types

How tax-advantaged accounts work

You’ve probably heard the term “tax-advantaged account” or maybe “tax sheltering” before, but what…