Featured post:
IRS Audits: What You Need to Know
The tax deadline is now behind us. Yet, some individuals and business owners are always worried about if they did everything correctly to avoid getting audited by the IRS. Filing taxes can be complex and some tax codes can be… Read Now >>
The Best Gift I Ever Received…And You Can Get It (or Give It) Too!
October 20, 2015I celebrated my daughter’s first birthday this past weekend. Opening her gifts really got me thinking about the gifts we give and the impact that gifts can have on one’s financial life. Far too many gifts that we give provide… Read Now >>
October 2015: Breaking the Limits
October 5, 2015Hello All, We hope you’re enjoying the Fall weather that has finally reached many parts of the country. We sure are as California has been breaking the limits of record high temperatures. Other limits are being broken as well. Matt… Read Now >>
Breaking the Limits of Your 401(k) Plan
October 5, 2015As we discussed in a previous post, your savings rate has a large impact on how soon you reach financial independence. If you’re looking to reach financial independence within 30 years, you need to save about 20% of your income.… Read Now >>
The App I Use Most to Streamline My Finances
September 23, 2015If you are like me, you probably have a lot going on in your financial life. I’m very intentional with my time and money and am constantly looking for ways to improve my life. With all that is going on, I wanted… Read Now >>
September 2015: The Most Important “Rate” of Your Financial Life
September 1, 2015Hello All, I hope you have been enjoying the summer and are ready for fall! Labor Day is around the corner, and the kids are going back to school. The stock market has been fluctuating more than usual lately, but… Read Now >>
The Most Important “Rate” of Your Financial Life
September 1, 2015What’s the first thing comes to mind when you think of word “rates” as it relates to your personal finances? Mortgage rates, interest rates, tax rates or rate of return? Those are the top four “rates” when we ask the… Read Now >>
Keep Your Cool As An Investor
August 25, 2015By now you probably know that the stock market has had a rough couple of weeks. I know I have spoken to many of you recently about the current state of the financial markets but I think it is an… Read Now >>
5 Ways To Save More Without Cutting Back
August 18, 2015Save more…that’s a pretty common theme when it comes to your financial future. Unfortunately, it’s true. Most Americans are simply not doing enough of it when it comes to their own financial independence and retirement savings. According to retirement statistics from the… Read Now >>
4 Ways to Save Money On Your Personal Insurance
August 1, 2015There is something that we have to get off our chest. Over the past month we have reviewed three different clients home & auto insurance plans and to say our clients were not getting treated like they deserved was an… Read Now >>
August 2015: 4 Ways to Save Money While Improving Financial Security
August 1, 2015Hello All, I hope you are enjoying the summer! We have been and have certainly enjoyed hearing about all of the vacations, summer camps and conferences that have filled up your summer months. This past week we welcomed Norman Mangina… Read Now >>
