The dawn of 2017 brings opportunities to create new resolutions or plans for the coming year — and also marks the beginning of tax season. While tax day on April 18th can seem far off, this…
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Top 3 Investment Myths
When talking to potential clients about my investment strategy, it’s common to hear a lot of the same arguments for the ‘buy and hold’ strategy that their current investment advisor is utilizing. Below are the…
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Chores and Allowances: My Favorite Strategies
Guest Blog Post – Angie Chladek Our oldest daughter, Olivia, is 3 years-old, fiercely independent, and my biggest “helper.” As such, I’ve been researching lots of different approaches for chores and allowances to see what…
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How to Set Your Financial Priorities
In Steven Covey’s book “Seven Habits of Highly Effective People,” I realized that one of his habits (among others) applies particularly well to how we handle our own financial planning. As we always strive to…
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Are you part of the 58% not receiving 401(k) advice?
A few years back, Charles Schwab released a study entitled, “The New Rules of Engagement for 401(k) Success.” 70% of the survey respondents said their 401(k) is their only or primary source of retirement savings. …
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