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Deciding between paying down your mortgage early or investing can be a difficult choice for any household. The correct decision for you is dependent on a number of variables,... Read More
The student loan crisis is nothing new. For years, both borrowers and dollars have skyrocketed and brought our country to over 1.64 trillion dollars in student loan debt across... Read More
This post was updated on May 7, 2020. Welcome readers. Today we wanted to update one of our most popular posts on saving money at the grocery store. With... Read More
We’re here for you. As your fiduciary, fee-only advisors, we are here to support and guide you through the financial impact of COVID-19. We encourage you to reach out... Read More
According to the National Retail Federation, holiday spending is projected to increase anywhere from 3.8% to 4.2% in 2019. Their survey found that people expect to spend an average... Read More
How did you first learn about money? Was it a piggy bank where you stashed away the money you earned from chores? Was it when you realized you had... Read More
When you choose to have children you are embarking on one of the greatest adventures of your life. Children change you: they change your habits, routines, priorities, and even... Read More
70% of wealthy millennial families are prioritizing college funds as opposed to retirement savings. This study by Personal Capital also found that 64% of the participants with children said... Read More
When you hear the words financial planning, what do you think of? Probably some form of high level investing and portfolio management. And while this is an aspect of... Read More
We spend a huge portion of our careers and saving efforts preparing for when we leave our jobs behind and take the leap into retirement. There’s always a worry... Read More
You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.
