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How Our Family Conquered Overspending on the Holidays

Achieving Goals

How Our Family Conquered Overspending on the Holidays

Jan 30, 2019 • 3 minute read

My wife and I got serious about budgeting the year we got married. We used the “envelope system”,...

The Best Way to Fund College Education: Intro to 529 Plans

Achieving Goals

The Best Way to Fund College Education: Intro to 529 Plans

Jan 18, 2019 • 3 minute read

Of all the options available for funding your children’s college, 529 plans are by far the most...

What to Do With Your Old 401(k)

Building Wealth

What to Do With Your Old 401(k)

Jan 10, 2019 • 5 minute read

When you land a new job, you get to leave a lot behind. Your old boss, your stapler, and sometimes...

Your 2018 Year-End Financial Checklist

Building Wealth

Your 2018 Year-End Financial Checklist

Dec 14, 2018 • 3 minute read

Do you like “Year-End” lists? Best movies of the year, top songs of 2018, cutest animals. We like...

BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Achieving Goals

BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Dec 10, 2018 • 3 minute read

One of the first things I noticed when I started to work in this industry is how hard it is for the...

Stock Market Correction Update

Investing

Stock Market Correction Update

Dec 7, 2018 • 2 minute read

Stock markets have been choppy lately, with the S&P 500 off more than 10% from its highs. A decline...

The Key Ingredient to a Balanced Portfolio

Investing

The Key Ingredient to a Balanced Portfolio

Dec 5, 2018 • 4 minute read

When I’m not busy reviewing client investment portfolios or researching fund options, in my spare...

How Much Money to Put in Your Emergency Fund

Building Wealth

How Much Money to Put in Your Emergency Fund

Nov 6, 2018 • 4 minute read

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for...

What You Need to Know About Estate Planning

Plan For Life

What You Need to Know About Estate Planning

Oct 15, 2018 • minute read

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one...

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