• Five Tragic Losses of ‘Someday’ Syndrome

    “Someday, I’d like to be able to enjoy my retirement.” “Someday, I’d like to be able to travel.” “Someday, I’d like to be able to relax.” Are you one of the people who talk about “someday” but you lack a solid plan to get you there? Retirement is going to happen “someday” but your preparations […]

    Read More
  • Four Drawbacks to Investing in Mutual Funds

    Mutual funds are a passive investor’s dream. They’re cheap, “diverse,” and (usually) well managed. Compared to a savings account, they seem like a fixed race. And they beat CDs (“certificates of deposit”) by a nose. But like anything that can seem too good to be true, mutual funds come with their own drawbacks. Mutual funds […]

    Read More
  • Money Matters in Marriage: How Spenders and Savers Can Stay in Sync

    Marriage: the word itself means to fuse, mix, blend, merge–and yet personalities and pre-marriage spending habits are regularly cited as some of the most contentious and divisive issues faced by married couples. One spouse likes to splurge, the other saves. One always assumes there’s enough money in the account, the other knows account balances to […]

    Read More
  • Common Sense: How Growth Fixes Debt & Tax Cuts Create Growth

    America’s debt problem cannot be solved by federal budget cuts alone. It can’t be solved by great and inspiring speeches. And it won’t be solved by doing nothing. The meager 1.9% economic growth of the past eight years was too low to either boost the private sector or to keep up with ever-growing federal spending. This isn’t rocket science: private […]

    Read More
  • How Much Will I Get in Social Security in My Retirement?

    Most people end up relying on benefits from the government when they retire — specifically, Social Security benefits. Social Security is a program run by the government that provides you money in your retirement based on a number of different factors; the only main caveat is that, unless more money is provided, the government’s Social […]

    Read More
  • Poverty Prevention for Millennials: Education, Employment, Saving

    Millennials (adults ages 18-32) constitute the largest and best-educated age group in today’s society, according to Wendy Wang, co-author of “The Millennial Success Sequence,” with W. Bradford Wilcox, an associate professor of sociology at the University of Virginia. But they risk poverty due to lifestyle choices, according to Wang and Wilcox. The authors contend traditional […]

    Read More
  • The Top Five Regrets of People About to Retire

    People usually consider retirement a relief from the daily grind of hard work. However, not everyone is able to live out their golden years in as much comfort as they would like because they have not provided adequately for their retirements when they were still working. Often, as younger adults, people put off thinking about their […]

    Read More
  • 7 Ways to Celebrate Paying Off Your Mortgage

    For the vast majority of people, the day you ‘buy’ your house is the beginning a long line of mortgage payments. Slowly and diligently over time, you watch that number go down. This gets especially exciting, almost nail-biting, in the very last year as you anticipate the moment when your home will be 100% yours. […]

    Read More
  • 5 Key Decisions of Estate Planning

    No one wants to think about what happens when you’re no longer here — especially if you’re younger, still have kids at home and are in the process of building your career. You might think estate planning is only for older people who are closer to the end of their lives, but it’s important for younger […]

    Read More
  • Understanding Traditional IRA Withdrawal Rules

    An important part of retirement planning is understanding the rules the IRS sets in relation to traditional IRAs. These traditional IRA withdrawal rules exist in an effort on part of the government to make sure IRA money is used specifically for one’s retirement. Breaking IRA withdrawal rules can result in you having to pay a […]

    Read More
  • Page 1 of 7

Freedom. From Debt.

We offer a FREE, up to one-hour long debt elimination analysis where we will conduct an in-depth assessment of your financial portfolio. Not only will we give you easy to implement tips to streamline your finances better, there is also no obligation to sign up after the consultation. 


Thank you for signing up to schedule an appointment for an informational consultation! An email will be sent to you shortly.