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Achieving Goals

"DON'T PANIC." How I Stayed Calm When Stocks Fell

Feb 16, 2018 • 4 minute read

Last week SpaceX launched their first Falcon Heavy Rocket, releasing Elon Musk’s cherry-red...

What to Do When the Stock Market Drops

Building Wealth

What to Do When the Stock Market Drops

Feb 9, 2018 • 2 minute read

Yesterday, the Dow Jones Industrial Average and S&P 500 entered “correction territory,” meaning...

7 Reasons to Choose a Goals-Based Financial Plan

Achieving Goals

7 Reasons to Choose a Goals-Based Financial Plan

Feb 8, 2018 • 5 minute read

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you...

5 Reasons to Open an IRA and Max it Out Every Year

Achieving Goals

5 Reasons to Open an IRA and Max it Out Every Year

Jan 26, 2018 • 5 minute read

The Individual Retirement Account (IRA) is perhaps the best retirement savings tool.

4 Steps to Improve Your Finances in 2018

Achieving Goals

4 Steps to Improve Your Finances in 2018

Jan 18, 2018 • 4 minute read

The New Year brings with it new resolutions for self-improvement. Many people want to improve their...

Is There Such a Thing as

Plan For Life

Is There Such a Thing as "Good" Debt?

Jan 12, 2018 • 4 minute read

Have you ever eaten too many donut holes? The first two or three send you to heaven. But as you eat...

Keep This Much Cash in Savings and Not a Penny More

Building Wealth

Keep This Much Cash in Savings and Not a Penny More

Jan 5, 2018 • 3 minute read

People say that cash is king, but they don’t always give their cash the royal treatment it...

Year-End Tax Tips in Light of Tax Reform

Building Wealth

Year-End Tax Tips in Light of Tax Reform

Dec 20, 2017 • 7 minute read

This post was co-written with Wealth Manager Scott Ngo, CFP®, CPA, PFS The end of the year is...

Should You Invest in Bitcoin?

Building Wealth

Should You Invest in Bitcoin?

Dec 11, 2017 • 9 minute read

The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from...

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