Planning for Long-term Care Today: Why Waiting Could Cost You More
The increasing longevity in our society brings with it many advantages. However, with this longevity comes the need for long-term care, a topic that often gets pushed to the background until it becomes urgent.
Home Sweet Home: Financial Planning for Midwest Homebuyers
When it comes to finding the perfect place to call home, Midwest homebuyers have a unique set of opportunities and considerations. From charming suburban neighborhoods to idyllic rural settings, the Midwest offers
The Importance of Cultivating Both Health and Wealth
Do health and wealth go together? Absolutely! Learn about the complementary aspects of both wealth and health and why giving consideration to both is…
Holistic Financial Planning: What it is and How it benefits you
What is holistic financial planning and how can it benefit you and your financial goals? Learn more by reading this article which outlines 5 key takeaways that…
How to Prepare & File a Quitclaim Deed
Quitclaim deeds are easier to use than you may realize. Read this article for a step-by-step guide on how to prepare and file a quitclaim deed.
10 Free Apps That Can Help You (Finally) Succeed at Budgeting
Budgeting doesn’t have to be rocket science. With these free and useful apps, you can finally succeed at tracking and controlling your money.
5 Financial Lessons I Learned the Painful Way
Chances are, you’ve learned some painful financial lessons along your journey. Take it from me - the aftereffects can leave you feeling like a motorcyclist in shorts and flip flops who earned 30 ft. of road rash. Fortunately, stumbling doesn't mean the journey is over. And if you're perceptive,...
Investing in Precious Metals; Best Alternative Investments
In times of economic uncertainty, I find myself intrigued to learn why precious metals remain to be one of the best alternative investments.
Review Your Retirement Cash Flow with a Financial Planner
Has a financial planner ever discussed your retirement cash flow with you? If not, you’re missing out on a valuable tool that can help you plan for…
5 Simple Steps to Create a Budget
A budget is a plan for spending and saving money. It can help you track your income and expenses, and make informed financial decisions. There are many different ways to create a budget, but the following steps can help you get started. 1. Calculate your income and expenses. Start by logging into...
Should I leave my funds in a 401(k) or diversify to mitigate loss?
This week on Client Q&A, we dive into the topic of leaving your retirement funds in a 401(k) or diversifying to mitigate loss.
5 Tips To Achieve Your Financial Goals in 2023
My advice for the new year – for current and prospective clients – is to take a deep breath and get serious about capitalizing on positive change this year. The following 5 tips will hopefully help you do just that.
How Awareness Can Help You Grow Your Wealth
As much as we loathe to admit it, all of us (to some degree or another) tend to avoid the bitter truths of reality. Whether it’s postponing a visit to the dentist or understanding the dollar amount of what you owe to others, there are some tough pills to swallow in life.
Finding and Making New Opportunities for Yourself After a Layoff
Losing your job is tough, but you can bounce back and make money while you search for your next permanent role. Here’s some advice for navigating your career and life after you’ve been laid off from your job.
What if your debt elimination strategy also provided medical care money?
Most of us don’t consider financial planning until it is too late. Please don’t fall into the trap. Consider this: what if your debt elimination strategy also provided you and your loved ones medical care money?
4 Effective Ways to Improve Your Credit Score and Buy a House
There are many ways to raise your credit score. The bad news is it’s not easy; it takes time and effort. Read on for some tips on how you can improve your credit score in time to start looking for a home.
