The X’s and O’s of Financial Planning

By |2023-10-12T17:14:16+00:00October 7th, 2023|General Finance|

The college and NFL seasons are in full swing - and if you're a football fan, you're no stranger to how much goes into every game, every week. Hours and hours of scouting, researching, and planning goes into each team's game plan. Just as your favorite team needs a [...]

Comments Off on The X’s and O’s of Financial Planning

Financial awareness: What it means and how to make sure you can check that box

By |2023-08-14T21:40:35+00:00August 14th, 2023|General Finance|

Well since there's not much else happening on August 14th each year (sorry if that's your birthday, and if that's the case, Happy Birthday!), the day-naming committee (DNC?) decided today is National Financial Awareness Day. So, I guess we need to all be more aware of our finances today? [...]

Comments Off on Financial awareness: What it means and how to make sure you can check that box

FINANCIAL TRAPS TO AVOID

By |2022-09-26T12:43:56+00:00July 13th, 2022|General Finance, Investing Basics, Planning|

There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their [...]

Comments Off on FINANCIAL TRAPS TO AVOID

Should I pay off my mortgage when I retire?

By |2021-07-06T12:43:02+00:00July 6th, 2021|Retirement|

When approaching retirement, clients have saved a decent amount of money in their 401ks, IRAs and pension accounts. But should they use those funds to pay off their mortgage when they retire? The first task is to get your mortgage info together. You'll need to know your balance, interest [...]

Comments Off on Should I pay off my mortgage when I retire?
Go to Top