What’s Your Financial “Why” for the New Year?
With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real question isn’t
The Real Answer to Your Financial Questions: It Depends
When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to
Take a Retirement Test Drive
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure
Who Was Your First Financial Advisor?
When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually
Should I Pay Off My Mortgage?
Being unsure whether to pay off your mortgage or not is a good problem to have. It means you have significant savings and have afforded
7 Keys to Navigating Market Volatility
Market volatility can be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and sticking to a well-thought-out strategy can
Keep Politics Out of your Portfolio
The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a
Are You Following the Financial Herd?
Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one’s best interest. When
5 Things You Didn’t Know About 529 Plans
When it comes to saving for your child’s education, 529 plans are a popular choice due to their tax advantages and flexibility. However, there are
