We believe families are becoming increasingly focused on the need to teach their children about smart money habits. Personal Finance is rarely offered as a high school course, so many individuals enter adulthood without any formal guidance on how to manage their...
Do you believe in Christmas miracles? The stock market seems to believe based on the seasonal trend at the turn of the new year. This seasonal event is referred to as the Santa Claus Rally. This term refers to the positive stock market performance observed after the...
You may have heard of the phrase “Emergency Fund” before, but perhaps you don’t know specifically what it meant. This blog will highlight exactly what an emergency fund is, how to create one, and why we believe COVID-19 stressed the importance of being prepared. An...
The infrastructure bill, which President Biden signed into law Monday, is being called a “once-in-a-generation” spending measure. So, what’s inside this bill, and what will it cost? Infrastructure is often referred to as the foundation of our...
Budgeting is the foundation of every successful financial plan. A budget helps you identify sources of income and expenses, which allows you to manage your cash flow accordingly. The goal of budgeting is to maximize your net cash flow by increasing your income sources...
