Newsletters

Video: How to Choose the Right Investment Advisor

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile, and experience level to your own profile.

 

Pay Yourself First - The Holy Grail of Personal Finance

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

Video: Don't Like Where You Are Financially? Change Your Behavior

Our behaviors produce the results we see in our lives.

 

5 Ways to Make Your Budget Go Further

It’s important to take some relatively easy steps to stretch your budget.  Here are five ways to make your budget go further.

Video: 6 Easy Organization Tips to Take Time off of Taxes

As the saying goes there are two things that are inevitable: death and taxes.

 

Video: Retire to Happiness - Tips to Thrive in the Next Chapter of Life

Let your golden years shine when you set a vision of what you want your life in retirement to be with these tips on family, health, and more!

 

Video: 8 Tips for Finding Balance Between Work and Life

Use these tips to be more mindful about fully embracing time completely outside of work. 

 

5 Common Financial Terms - You Probably Should Know

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

Your Emergency Fund and You

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

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