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Millennials are in a unique situation in today’s financial world. In generations past people went to college or started work right out of high school and tended to stay with that company for many [...]

First, let me state that this post is not political in nature but rather my take on what Congress is trying to do with tax reform. As someone who prepares taxes for people in my community and has [...]

Retirement is not something that you should wait to plan for. In fact, the sooner you can begin planning the better off you will be when it is time to retire. So where does one begin you may ask? [...]

For those who do not want to actively participate in their portfolio management, there are a few distinct choices available to you. One path is the newer robo-advisors that are popping up all [...]

Here I have decided to take a moment to stop and introduce myself a little and discuss my credentials. First, I have been employed by the federal government since 1999 as either a bank examiner [...]

What are the most common ways to get out of debt? If you are like me and so many others in the US, you have some form of debt associated with you. Be that credit cards, a mortgage or student [...]

Are you in need of a financial planner? Do you know what to look for when it comes to financial advisors? Are you aware of the differences between all the people who call themselves financial [...]

Are you in need of a financial planner? Do you know what to look for when it comes to financial advisors? Are you aware of the differences between all the people who call themselves financial [...]

Do you pay someone to manage your financial accounts? Are you someone who thinks they need a financial adviser? Yes, I think financial advisers have their place in today’s financial world but [...]

The new wave of investing is with robo-advisors, and now we even have micro-advisors to consider. In this post, we will be looking at two micro-advisors, Stash and Acorns. Both are geared towards [...]