Educational Resources

Creating a will should be the first step in a comprehensive estate planning process as it gives you the opportunity to make sure your wishes are carried out after you’re gone. Typically, the cost of preparing a basic will is a few hundred dollars. For…

Myths about working with a financial advisor abound, maybe you’ve even heard a few; “I don’t need one,” “they’re for the wealthy,” “there are lots of hidden fees.” The truth is that financial education around saving and investing money is for everyone. And even though everyone has different perceptions…

You have the best of intentions, you want to contribute to your savings account each month or make a larger payment towards your credit card debt. However, you continue to find that you don’t have enough to fulfill the financial goals you have set for…

Financial independence can be defined in a number of ways. However, when most think of financial independence they dream of a time in their lives when they are generating enough income to cover the essential expenses so that they never have to work again. For…

If you’ve considered buckling down and getting serious about your portfolio, it’s likely you’ve come across the term “robo-advisor” before. What is a robo-advisor exactly, and how do you know if one is right for you? We’ve got your answers below. What Is a Robo-Advisor?…

A majority of Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements in place. According to a 2019 survey, 51 percent of people believe having an estate plan is necessary, but only 40 percent have actually implemented…

One of the biggest fears of any new or seasoned investor is losing money. This fear can actually inhibit some people from ever investing at all, and it might also lead to selling preemptively or opting for the lower risk investment option time and again….

If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter — your retirement years.  And while there may be many robo-advisors out there that will do the investing…

You notice over your morning coffee a stern warning emanating from your television as the very serious business reporter notes the Dow opening down one percent. What do you do? If you screamed, “Sell!” or “Panic!” perhaps you should take the advice of some of…

In an era of rising interest rates and falling business sentiment, the consumer market has been anything but normal, causing many businesses to scramble in response. Even as time has progressed, a survey of CFOs indicated that the financial impacts of inflation and higher borrowing…

The new year is here and your resolutions are probably well underway. While you have may set goals to get more physically fit, it is also important to consider your financial fitness going into the new year as well. If your finances are not where you…

Is taking an extended trip your dream? Well, it is a dream which can quickly become a nightmare if you don’t have a plan to successfully manage your money while on the road. These tips can help.  Whether you are planning a year-long trip around…