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Financial Planning

Building a solid financial foundation

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Financial Planning, Personal Finance

6 Ways to Maximize Your Finance Toolkit

March 5, 2021 / Marsha Barnes
6 Ways to Maximize Your Finance Toolkit

If you need to create, revamp or declutter your finance toolkit, keep reading for must-haves in your arsenal.

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Financial Planning

How to Get Back on Track With Your Financial Goals

February 16, 2021 (Last Modified: March 1, 2021) / Zina Kumok
How to Get Back on Track With Your Financial Goals

If you have fallen behind on your financial goals, you’re not alone. Here are a few suggestions to get back on track.

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Financial Planning

Getting Back to the Basics

February 11, 2021 / Marsha Barnes
Getting Back to the BasicsIf this past holiday season looked and felt a lot different than previous years – understand that you are not alone. The unexpected rollercoaster ride that 2020 forced us to take part in was one for the books that created...

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Financial Planning

Compound Interest Calculator

February 4, 2021 / Holly Parker
Compound interest is one of the most important concepts to understand in investing. It’s something about investing that many people aren’t familiar with, but it plays an essential role in making investments profitable.  If you’re curious about compound interest and...

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Financial Planning

What Is a Jumbo Loan? Finance Your Property in a Competitive Market

January 26, 2021 / Mint
What Is a Jumbo Loan? Finance Your Property in a Competitive MarketAfter years of building a stellar credit history, you may have decided you’re finally ready to invest in that vacation home, but you don’t have quite enough in the bank for that eye-catching property just yet. Maybe you want to...

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Financial Planning

5 Ways to Stick to Your Financial Goals in 2021

January 15, 2021 / Dan Miller
5 Ways to Stick to Your Financial Goals in 2021You might have already identified your financial goals to start in 2021, but a couple weeks into the New Year, how you’re going to stick to your financial goals is probably already creeping into your thoughts. It is a sad...

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Financial Planning, Money & Relationships

How a CFP Celebrates Her Money Wins

January 12, 2021 / Brittney Castro
How a CFP Celebrates Her Money WinsPeople may often imagine that when they reach their milestones, there will be fireworks and party buses along with a huge celebration. And while sometimes there are, most wins are simply small steps you take every day until one day...

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Financial Planning

5 Financial Goals to Start in 2021

December 30, 2020 / Dan Miller
5 Financial Goals to Start in 2021  Although many people start New Year’s resolutions in January, there’s nothing magical about January with regards to self-improvement. Still, the best time to make a change or set a goal is today, so if you’re ready to level up...

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Financial Planning

Secured vs. Unsecured Loans: Here’s the Difference

December 28, 2020 / Mint
Secured vs. Unsecured Loans: Here’s the DifferenceWhether you’re trying to buy a home or looking to get a college degree, you may need to take out a loan to finance your goals. If you’re seeking out your first loan, know that borrowing money is a common...

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Financial Planning, Money & Relationships

Financial Lessons Learned During the Pandemic

December 17, 2020 / Brittney Castro
Financial Lessons Learned During the Pandemic

As we wrap up this year, it’s important to reflect on positive lessons we want to take into 2021. Here are some of the top financial lessons.

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