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Whether it’s your first time working with a financial advisor or you are searching for a new one, it’s important to make sure you ask the right questions to ensure the advisor you choose will be a good fit and will help you reach your financial goals. Comfortability and the potential for a long-lasting relationship…
As we look back on the last twelve months, we can certainly say 2021 was quite a year. We continued to battle COVID-19 and re-assimilate into pre-pandemic life, we saw lots of market volatility and corrections, and helped many of our clients achieve major financial milestones. As we wrap up the year, we want to…
Being your own boss is a great feeling with many benefits, but those benefits do not include a fast track to a great mortgage. Gone are the days of the easy mortgages, the no-income-verification loans, and The Big Short. In fact, qualifying for a mortgage may rank as one of the biggest challenges you face…
We recently posted a video, blog and financial tips regarding the importance of creating and implementing an end of year financial checklist. As part of your annual checklist, a main focus during the month of November should be your employer’s open enrollment period. For many employers, open enrollment runs through early December. This year, as…
When you sign up for a credit card, you are often assigned a credit limit when that account is opened. These limits typically start at $200 and go up to tens of thousands of dollars. With so many people out of jobs and finding it hard to make ends meet these days, credit cards have…
As our world is evolving and industries are becoming more complex, we have found that consumers too are heightening their expectations in terms of products and services received. A recent survey by Spectrem Group found that there is quite a gap between what consumers expect and what they receive in actuality, especially in regards to…
Changing jobs and not sure if you have everything under control? Switching jobs can be a stressful time and definitely a transition, so it’s important to make sure you are on top of everything you need to know and do. So where do you start? Let’s see. Salary Structure According to an interesting LinkedIn article,…
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 down payments for the caterers and the florists! Yet – whether your wedding reflects a minimalist sensibility or is a no-holds-barred extravaganza – it’s better…
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 in the same boat, especially millennials. We have been writing about millennials and their increasing wealth in previous blogs, however, we have yet to touch…
With tax day fast approaching, many people are counting on receiving a big check back from the Government. While you’re probably looking forward to this windfall, there are reasons why you may wish to minimize your end-of-year refund. Why Big Refunds are Bad Taxes are refunded to you when the Government takes too much of…