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Meeting with an Advisor

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups with: “Do you drink?… Do you smoke?… How much exercise do you get a week?… Are you experiencing any pain?” Those questions, although simple,...

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The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge. Imagine driving a car without a…

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up

Meeting with an Advisor: Be Prepared

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups…

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

Weighing the benefits of pre-paid debit card

Today more than half of all Americans use prepaid debit cards for personal use, compared to just 19% in 2008.¹

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Your Emergency Fund: How Much Is Enough?

How much is enough for your emergency fund? Having an emergency fund may help alleviate the stress and worry associated…

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls. The latest research…

3 Simple Steps to Create a Seriously Savvy Budget

Do you follow a budget? Need some help to get started? No, budgets are not attractive, fun or exciting in…

Budgeting After a Divorce

Divorce is the second most stressful time in a person’s life. Here’s some tips to get through it.

Crowdfunding Capital for the 21st Century

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…

Stop Wasting Money

Benjamin once said, “a penny saved is a penny earned.” The modern upgrade to that observation might be that $100 not…