One of my favorite quotes from Zig Zigler is, “Money isn’t the most important thing in life, but it’s reasonably close to oxygen on the ‘gotta have it’ scale.” Mother Nature provides us with all the oxygen we need. However, money is a different story. The critical financial decisions that must be […]
When planning for a brighter financial future, it is important to understand the difference between setting goals and setting objectives. Using the analogy of a road trip, a goal is the address of a final destination. Objectives, on the other hand, are specific and measurable milestones that must be achieved along the way. Like mile […]
Estate planning is something many people tend to put off as long as possible because most of us consider discussing “the end” an uncomfortable topic. Yet if you reach the end of your life without getting your financial affairs in good order, you’ll risk leaving your heirs with problems that could’ve been avoided, causing them […]
It goes almost without saying that women tend to take on the role of caregiver whenever the need arises. As moms, daughters of aging parents, aunts, sisters, and friends, women are often the ones who take care of everyone else, typically putting the needs of others ahead of their own. Someone has to do the […]
April 9, 2019
According to a recent financial industry survey, the leading source of stress for Americans is money. Fears about personal finances, stemming from the rising cost of healthcare, mounting debt, and other critical financial concerns are causing widespread chronic stress and it’s a growing problem. According to the American Psychological Association, 72% of Americans reported feeling […]
Parents want to raise healthy, happy, well-rounded children who grow up to lead a life they love. We encourage them to be kind, eat well, work hard in school, and follow their dreams. But we can’t set our children up for success without also providing the financial education they need to create the kind of […]
March 5, 2019
Enjoy your next vacation without going into debt. We all enjoy taking time off to travel and spend time away from our busy lives, but there is no need to sacrifice your budget to make it happen. Being smart with your money goes beyond saving–it matters how you spend as well. You don’t have to […]
October 19, 2018
Many parents have the dream of their children attending a four-year college, obtaining a degree, and becoming productive members of society. A four-year school is not the only path to success and for some, it may not be the best path.
Are you willing to do what it takes to have a BRIGHTER FINANCIAL FUTURE? Is it difficult to clearly see your proper direction? If so, let us shine the light on your path so you can be confident to embark on a fruitful journey.
If you are ready to be a part of a responsive relationship with a team of financial professionals: