Latest Articles
10 Important Things To Discuss Before Marriage
10 Things to Discuss Before the Big Day You are excited, in love, and planning the wedding of your dreams. Probably the only money questions on your mind are the
A Look At Market Volatility Thus Far In 2022
What a wild start to the year it’s been with inflation surging, the Russia-Ukraine war, and the Federal Reserve rising interest rates. When the world and country faces economic events
The Return Of Beers with Brad
After a two and a half year hiatus due to COVID-19, we were extremely excited to be back to host Beers with Brad on May 19th, 2022. It was great
Do You Know What Interest Rates You Are Paying On Your Credit Cards?
As inflation continues to rise and be top of mind for the average household, we want to continue discussing how it is affecting our daily life and how to navigate
Why It’s A Good Time For Roth Conversions
Given all the recent economic data and the current market downturn, you may be thinking about moves you should be making within your investment portfolio. While it’s important to revisit
When Should You Give Inheritance Money to Your Kids?
When it comes to gifting and giving money, especially to family members, people are oftentimes confused on when is the right time to pass over their inheritance. Should an inheritance
How Do You Feel About Investing During Extreme Market Volatility
Given the extremely volatile current market environment, how are you feeling about your investments and your overall financial stability? We know that this is a uncomfortable and difficult time for
Here’s Why Millennials Need To Get Started Early Financially
Are you young and jump starting your career? Heading up the corporate/financial ladder but still worried you will not reach your financial goals? Don’t fret, many others out there are
Financial Secrets and Money Mistakes Within A Relationship
One mistake we often see overlooked by individuals is the discussion of money with their partner. We know that money conversations with your partner, whether new or old, can get