Expert Articles

How to Balance Your Lifetime Savings vs. Spending

Are you spending more than you are saving? If so, you’ve got company — the average American spends beyond their means. If you ...
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Four Steps on How to Save 10000 in a Year Quickly

How to Save $10,000 in a Year Many people work hard and earn a good income but feel like it’s a struggle to ...
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Incentivized to Retire Early? Read This First

You have come to a time in your life when you are debating an early retirement because your company has offered you an ...
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Women Aren’t Planning for Retirement Early Enough

Everybody knows that women tend to outlive men, and on average by 6 to 8 years. They often act as caregivers to their ...
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How Much Should I Have in Savings at Each Age?

Life throws you many curveballs that make it hard to always stick to a financial plan. With the right insight, you can build ...
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Mutual Funds Guide: What Are They?

A mutual fund is an investment vehicle that is made up of money contributed by many people for the purpose of investing in ...
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Roth IRA vs Roth 401(k)

Retirement accounts, such as Roth IRAs and Roth 401(k)s, are confusing for most people. Whether you are preparing for retirement or are newly retired, it is ...
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What Is The First Step in Financial Planning?

You have goals and aspirations, but do you have a plan to bring your vision to life? And to achieve your goals, it's ...
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Why Experience Matters

Age is no guarantee of wisdom.  But when you entrust your money to a financial advisor there are advantages to having at least ...
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Baby Steps for Dave Ramsey Fans

We like a lot of things that Dave Ramsey has to say.  Last year Stephen joined the Dave Ramsey SmartVestor Pro program, where ...
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Pre and Post Retirement Financial Planning

I  get a lot of questions regarding pre- and post-retirement planning, but today I wanted to address one that is most frequently asked ...
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Looking Back, Looking Ahead

2020 was a momentous year.  It was dominated by a new kind of war: a war against an invisible enemy that fought most ...
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While Changing Jobs, Simplify Your Financial Life

How many times have you said to yourself that you wish that investing was not so complicated?  It is a fact, investing is ...
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Preparing for the Biggest Transition of Your Life

Last month we wrote about one of life’s major transitions: changing jobs.  We recommend using that as an opportunity to organize and simplify ...
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The News is Bad, the Markets are Up

What a year.  We are living in an amazing time. If we had told you at the beginning of this year that the ...
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