Are you in good financial health? Here are some red flags that may indicated that you have some work to do.

Personal Finance Red Flags

Do you think your financial health is good shape? Or are you worried about something? It’s ok to feel nervous about finances.  Most people do because they don’t know what there are reading or hearing about. There is a lack of financial literacy among all generations, not just Millennials that keeps everyone on edge about[…]

When setting financial goals, make sure to identify, quantify and prioritize those goals.

How to Set Financial Goals

If you read last week’s post about financial resolutions, then you know that one of the most important ones is to set your goals.  For many, this can be difficult because most of us have multiple financial goals in life.  Some common ones I see are retirement, buying a house and paying down debt. It[…]

Don't let holiday shopping destroy your budget. Get some tips on how to survive the holiday spending season.

How to Survive the Holiday Spending Season

The holidays can be a wonderful joyous time or a very stressful time. For many the stress of the holidays comes from shopping for gifts for loved ones.  According to a GoBankingRates survey, about 57% of people plan to spending one full paycheck on the holidays. That’s an average of $1,908 for someone paid every[…]

Check out my top 5 money habits to work on before you turn 30.

Top 5 Money Habits to Learn Before Age 30

For many Millennials, personal finance is a complicated area.  There was never a class in high school, college or even business school that taught everything you need to know about personal finance.  And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]

Millennials are saving more for retirement, however there is room for improvement.

Good News, Bad News: Retirement Savings Edition

Good News Millennials, I have good news for you! Studies are showing that we are better at tracking expenses and sticking to a budget than Baby Boomers. This is what I like to hear. More of you are saving for your future which I think can be attributed to an improving job environment and strong entrepreneurial[…]

Getting your financial life in order takes hard work, but there are some simple tips to make the journey easier.

Personal Finance “Hacks”

How many times have you clicked on that article online that started with “Top 5 Ways..” or “Quick tips to..”? Probably a lot.  We work hard on many things in our lives, but sometimes we all want a shortcut.  Just like there is no miracle juice drink or 5 minute workout that will get you[…]

Advisors embrace elimination of Obamacare taxes question GOP replacement plan

Best Investment Advice: Don’t Panic!

Remember the stock market crash of 2008? My bad for bringing up ugly memories, but, hey, it hit us all pretty hard. For many, the first thought was “Sell! Sell! Sell!” however if you had a good (and sane) financial advisor they probably told you this: Don’t panic! Our financial climate is constantly changing, and[…]

Millennials deal with out of control student loan debt. We teach you how to get a handle on that.

Get a Handle on Your Student Debt

The statistics about student debt are staggering. 70% of 2016 college graduates had student loan debt. Americans owe a total of $1.3 trillion in student loans. We have talked about it before but when so many Millennials are affected, the impact on achieving goals can be substantial. However, I’m not here to be the party[…]