Broker Check

Blog

Friday, July 8, 2022

One of the most important jobs of being a parent is giving your children the tools they need to succeed in life. Building relationships, sharing, being polite, perseverance. Why don’t we throw money management into that...

Tuesday, June 21, 2022

Let’s face it. The fed is one of the most criticized entities on the planet.  Hindsight is always 20-20, but it’s amusing to break down their every move before and after they make any decision (and I mean literally ANY...

Tuesday, May 10, 2022

I order a large half cheese, half pepperoni pizza EVERY Friday. Anyone want to take a stab at how much it is? It's $36.48. Thanks inflation. Now, I’m not going to bore you with all the details about inflation because you’ve probably...

Monday, March 28, 2022

Thursday, December 9, 2021

Hello blog friends! I don’t want to beat around the bush today because I can barely contain my excitement. Today we’ll be talking about one of our favorite things. It’s making me tear up just thinking about it – the Roth IRA. Now, we...

Show All

Thursday, November 18, 2021

Friends. It’s almost the holiday season! There is no better time to #maxyourdash than during the holidays with all the most important people in your life. Remember, you’re maxing your dash whenever you feel pure joy and...

Monday, August 30, 2021

Are you someone who feels like retirement is never going to be possible? Does it keep you up at night worrying that you are going to have to work forever? If this is you then please read the rest of this! In 2019, the average...

Monday, August 9, 2021

If you’ve been following our newsletters, you know July was our “Nerd Wallet” month! Given my tenure as our “Chief Coupon Officer” and “Credit Card Guru”, I figured it would be...

Tuesday, June 22, 2021

Inflation, taxes, inflation, taxes, inflation, inflation....and taxes. How many times have you heard these words the last year? Lately, you may be hearing about a proposed increase in taxes and you may be feeling the impacts of...

Thursday, May 20, 2021

Have you ever found the one system or strategy that just works for you? Has a profound impact immediately? Something that just fits? In recent years, I’ve found that time-blocking has been my strategy that “just fits”...

Monday, March 15, 2021

In the world of personal finance, we are always searching for the most advantageous place to invest our money. We typically make very intentional and calculated plans of what percentage we are going to contribute into our 401(k)s, Roth...

Thursday, February 11, 2021

I’ve been a financial advisor for 12 years and have worked with hundreds of clients on all walks of life. As a result, I have encountered just about every financial situation you can possibly think of. With that being said,...

Monday, January 11, 2021

If you're a spender, you know how difficult it is to actually follow a budget and save money. In fact, you might not even give a crap about trying anymore. Today’s world allows you to spend in a click of a button. Think about how...

Wednesday, November 25, 2020

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

Thursday, May 14, 2020

Are you eligible for a stimulus check from the Treasury Department?As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...

Thursday, May 7, 2020

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the benchmark for the broad stock...