6 Common DIY Portfolio Mistakes

DIYing has grown in popularity over the years. And, why not? There’s a high level of satisfaction to building, fixing, and installing projects on your own (and subsequently showing off the completed project on social media, of course). Not only does it save money, it creates pride and accomplishment. However, when it comes to managing… Continue reading>

Thinking Of Getting Married: Are Your Money Mindsets Compatible?

Getting married is easy! It’s as simple as signing a piece of paper and saying a few words. Staying married—that’s where it becomes tricky, especially with divorce rates at 50%. When it comes to combining two separate—and perhaps different—money lives into one family, there are important questions to explore during the courtship process that, while… Continue reading>

5 Common Mistakes People Make When Saving For College

Here's how to avoid making them. For many, providing an education for your children is a core value. As parents, we want to launch our children with the tools necessary to live independent and productive lives. However, we also must acknowledge that, as parents, we are swimming in a confusing ocean of wants, needs, desires,… Continue reading>

The Best Kept Secret In The Financial Services World

It’s no secret that the financial industry is at a crossroads. Traditional business methods and tactics are slowly being pushed out by a new, consumer friendly approach. However, not so fast—the old model is still ingrained in our psyches and our lives: Sales people selling stocks, bonds, mutual funds, wrap accounts, insurance products and annuities.… Continue reading>

7 Steps to Money Success

We all desire a self-defined level of financial comfort. For some, this might mean having the ability to pay the bills and have no debt. For others, the dream of elaborate mansions and fancy cars stoke their imagination. In a world where many navigate a rocky financial landscape with little to no financial knowledge, the… Continue reading>