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7 Steps to a Healthy Money Relationship

We all want to have a healthy relationship with money, free from worry and financial stress, and ideally, free from debt. However, few of us have such a relationship. We let money have some control over our lives, and over us. Many people desire...

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What Every Investor Needs to Know About Risk

Risk is the greatest external threat investors face. Failure to manage risk can keep you from achieving your goals, can...

Disaster Preparedness

September is Month and with fire & hurricane season upon us, it’s important to be prepared for disasters. No one...

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

How Do You Plan to Fund Your Retirement?

With Social Security payouts expected to drop off in the near future, it’s critical to fine tune your plan for...

Encourage Kids to Think About Debt and Money Issues

Overindulgence and overspending have become common problems in today’s society. This has resulted in a pattern of debt for many...

How Four Football Helmets Changed One College Softball Program

When Molly Fichtner took over the Louisiana-Monroe softball program in the fall of 2018, it didn’t take long to realize how her...

Financial Planning for Women: Learning Where to Start

Amy Corcoran graduated from college two years ago. At 23 years old, she is ready to invest for her future,...

The Importance of Cash

What’s the role of cash in a retirement strategy and portfolio?

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

Common Investing Questions

As a financial coaching firm, our goal is to be a source of information for all our clients. In our...

Important Milestones for Your Retirement