Ali vs Frazer. Magic vs Bird. McEnroe vs Borg. All three have brought endless hours of debate on who is superior. As of the last decade in the world of finance that rivalry has been ETFs vs. Mutual Funds. ETFs track an index, such as the S&P 500 or the Dow Jones Industrial…(Read More)
As a new parent and having a baby, you are focused on one thing and one thing only — the baby’s health. You have the right thinking. You want to be a good parent. You know it’s a huge responsibility, and you made sure that your home was a welcoming environment. Okay, maybe you…(Read More)
Benjamin Franklin once said, “Nothing is certain except death and taxes.” Franklin was wise beyond his years by stating that back in 1789, the quote is still true today. No one wants to talk about taxes and certainly not death but both inevitably happen. The conversation with loved ones surrounding death can become awkward &…(Read More)
Can I ever retire? How am I going to be able to afford retirement? Two questions that may be running through your mind — especially if you’re nearing retirement age. LeBron and the Cleveland Cavs didn’t lose hope in the NBA finals from what has never been done before with such a deficit. So…(Read More)
The thought of financial planning can be a lot of things. Overwhelming, Liberating, Scary and Exciting. It’s a smorgasbord of emotions and a journey to financial freedom with a healthy dose of reality. The number one myth about financial planning — is that it happens just once. Does a personal trainer hand you a workout…(Read More)
Retirement? Onto the next great adventure? Kicked to the curb? Leaving your job can be filled with emotions no matter the reason. You’ve worked hard and diligently contributed to your 401(k). The next move you make can have a significant impact on your retirement success. It’s incredibly important to know and educate…(Read More)
The Contribution Challenge Figuring out how much you should contribute to your retirement can be challenging. Because there are so many different plans with a lot of different rules. You have 401(k)s, 403(b)s, Profit Sharing Plans and the list goes on. The question that stays the same is, “how much you…(Read More)
Small business owners are the backbone of our economy. And becoming one myself has been one of the most rewarding adventures of my life. It’s full of challenges, most that go far beyond my craft. And opportunities that seem to appear out of thin air — there is never a dull moment. I’m not…(Read More)
For millennials, the transition from college into the “real world” can be eye-opening, refreshing, scary and even overwhelming. The unemployment rate is the lowest since November of 2007 and more people are pursuing the “American Dream.” Increasingly I hear millennials say they should start, but have other things to worry about first. It’s…(Read More)
It’s more than just saving money. Financial Planning works toward a goal and helps protect your financial life. Planning can mean a lot to your financial future, but it’s only as strong as the work you and your planner put into it. The Power of Compounding The power of compounding is your financial…(Read More)