Blog
To Roth or not to Roth – That is the question
Should I save in my Roth 401(k) or Traditional 401(k)? That is a key question many face when saving for their retirement. In this blog post we cover 3 things to consider before making this decision.
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Traditional vs. Roth: What's the difference?
Traditional vs. Roth – what’s the difference? In this post, we will uncover some of the main differences between traditional IRA’s and Roth IRA’s Traditional Individual Retirement Accounts (IRA).
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5 Ways to Financially Prepare for a Baby
You just found out you are expecting a child. There are several thoughts running through your head, such as how can I financially prepare for a baby? In this post, we discuss 5 tips for financially preparing for the birth of a child.
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Correction? Bear Market? What's the difference?
Market pullback? Correction? Bear Market? What's the difference? In this post, we discuss this common market lingo and what the differences are between pullbacks, corrections and bear markets.
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When does an ARM (adjustable rate mortgage) make sense?
Looking to purchase a home but wondering what type of mortgage makes sense? Depending on your goals, an adjustable-rate mortgage may make more sense than a fixed-rate mortgage given today's interest rate environment.
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9 Facts About Social Security!
I bet you didn't know this about Social Security! In this post, we discuss 9 uncommon facts about Social Security that you may not know.
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Should you pay off your mortgage before retirement?
Should you pay off your mortgage before retirement? You may want to think twice before making that lump sum payment to your bank! In this post we discuss some pros and cons to keeping a mortgage in retirement.
Read MoreStocks Rally in Changing Landscape
Stocks Rally in Changing LandscapeThe Week on Wall Street With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week. The Dow...
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Non-Financial Considerations in Retirement
Now that you have your finances all set for retirement, what else should you consider? In this post, we discuss common non-financial questions you should ask yourself before retiring.
Read MoreRetirement Mistakes Small Business Owners Make - Strategy #1
Building, running, and growing a company is tough. Business owners have countless responsibilities and too few hours in the day. Often, in the midst of fulfilling your professional priorities, you end up putting your personal financial...
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Mutual Funds & ETFs. What's the difference?
Mutual Funds vs. ETFs. What is the difference? Which one is better? In this post, we will discuss the primary differences between mutual funds and ETFs.
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Looking to weather the stock market storms?
Worried about how to protect your portfolio during market volatility? Look no further. In this post, we will explain what true diversification is and how it can benefit your portfolio.
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What to do with that old 401(k)
Have you recently left your employer for greener pastures? If so, don't forget about that 401(k) plan! In this post, we will cover 4 options you may have when it comes to your ex-employers 401(k) plan.
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