Articles and Resources

Are you on track to retire? What moves do you need to make before the big day? Kevin and Steve bring to light the next steps in financial planning, including budgeting, managing debt, and investing. They emphasize the importance of having a budget and staying on track...

Are you on the same page as your spouse or significant other when it comes to money? What about your kids? Dan and Steve discuss the importance of communication and transparency when talking about money with your spouse or significant other. They emphasize the need to...

Do you have a financial plan or is it time to revisit a plan you put together years ago? In this episode, Dan and Steve discuss the foundational components of a good financial plan. They emphasize the importance of retirement projections, including income,...

Steve and CJ discuss the key areas to focus on when starting financial planning for retirement. They emphasize the importance of creating a budget as a starting point, which provides accountability and prioritization. They also highlight the significance of savings...

  Did you know that April is financial literacy month, as part of this mission - we wanted to discuss what you could do with your Tax Refund. Everyone loves a refund, right? But the big question is what should you do with this excess cash? Here are some practical...

Get started talking to your spouse about money.   Money can be a fragile subject. Because of that, starting the conversation around finances with a spouse or significant other can be difficult. Personal finance is one of the most sensitive and (usually) secret...

Hey there! Are you ready to take control of your financial future and watch your savings grow? In this blog post, we'll explore the fantastic benefits of investing in your employer's 401(k) match and how the magic of compound interest can supercharge your savings. So,...

​ Regularly assessing your 401(k) investments is crucial to aligning them with your financial objectives and the ever-changing market landscape. Here is a detailed roadmap to help you navigate this process effectively:   Define Your Goals: Start by clearly...

✍🏼 In our last article, we encouraged each of you to schedule your complimentary annual review. As 2023 is winding down, it’s a good time to consider various aspects of your retirement plan. Here are ten steps you can take as the year comes to a close:   Review...