Financial Planning for Newly Weds

Financial Planning for Newly Weds

According to the Institute for Divorce Financial Analysts, the third leading reason for divorce is money issues. In today’s culture money is one of, if not the most taboo of conversations. Even if you don’t talk about religion or politics much with your spouse, you most likely know their religious and political biases. Do you […]

5 Reasons for Financial Planning in your 50s

A person in their 50s is in a unique situation when it comes to planning for retirement. A person in their 50s most likely has established their career as well as their lifestyle, yet they still have 10-20 years before retirement. Having a relatively stable lifestyle with retirement in the not too distant future makes […]

3 Finance Questions You Should be able to Answer

On August 2nd, Freakonomics radio did an episode titled “Everything You Always Wanted to Know About Money (But Were Afraid to Ask).” In the episode description, they state roughly 70% of Americans are financially illiterate. This stat is a big reason why I work as a financial advisor and believe it is an important profession. […]