BLOG

[Infographic] Keeping A Pulse on Your Family's Finances

April 11, 2018

Knowing where you stand financially will put you in a better position to address any potential trouble spots in your annual financial plan moving forward in addition to building a healthy habit for your kids.

The Biggest Retirement Expense Not Enough People Are Accounting For

April 4, 2018

For many Americans, the most challenging aspect of retirement preparation is estimating unexpected costs. How does one begin to go about figuring out the unexpected?

Time to Sell or Buying Opportunity?

April 3, 2018

After stock prices peaked on January 26th, the S&P 500 has dropped from its all-time high of 2,872.87 to 2,581.88 on April 2nd (as I write this email to you).This is a 10.13% drop from the high, but only a decline of 3.43% from where the S&P 500 began the year, at 2673.61.

The Value of a Financial Advisor in 2018

March 29, 2018

Vanguard estimates that the value of using an advisor is around 3% additional net annual gains for the investor.

Budgeting for Children of All Ages

March 28, 2018

Take Budgeting for fright to delight with fun ways to create healthy budgeting habits for the kids.

Trade Wars!?!?

March 20, 2018

President Trump imposed a 25% trade tariff on steel and a 10% trade tariff on aluminum, which are set to become effective on March 23rd. President Trump imposed these tariffs using a rarely used trade provision, Section 232 of the Trade Expansion Act of 1962, claiming national security as the justification for protecting our domestic steel and aluminum industries.