Featured post:
Maximize Your Retirement Savings: 5 Steps to Take Before 2024 Ends
Time flies, and your retirement is now one year closer. As the December 31 deadline approaches, there’s still a window of opportunity to take steps that will help you strengthen your company’s retirement funding strategy before 2024 comes to an… Read Now >>
A Financial Life Ratio You Should Know
February 19, 2015This past weekend I was watching the NBA All-Star Game and the statistics they were showing of the best players had me thinking. I grew up playing competitive sports and am a huge sports fan. The common thread in all… Read Now >>
February 2015: How to Accelerate (and not deflate) Your Way to Wealth
February 3, 2015How did the first month of 2015 go for you? Are you on track to reach your goals? Despite Seattle losing in the Superbowl, we wanted to share with you Coach Pete Carroll’s team rules as they are very similar… Read Now >>
The Importance of Asset Allocation
January 31, 2015By now, most of you are aware of the recent market volatility. If you watched our Market History video from a few weeks ago, you should know that volatility is something to expect every year of your investing life (despite… Read Now >>
The Importance of Understanding Market History
January 31, 2015With all that’s going on in the world, I know some people are feeling skittish about the stock market. But let’s not lose perspective or abandon your long-term investment plan because of that. There’s a great Warren Buffett quote that… Read Now >>
4 Ways You Can Use Your Kids to Lower Your Taxes
January 19, 2015This weekend I received the first two of many tax documents I will need to prepare my 2014 tax returns. It also coincided with my baby girl turning three months old. These events got me thinking about all the ways… Read Now >>
January 2015: How You Can Get A Greater Return on Your Life
January 1, 2015Happy new year! We hope that you had an amazing finish to 2014, and that 2015 proves to be even better for you. It’s been an amazing year, to say the least. We’ve witnessed and experienced some incredible accomplishments within… Read Now >>
Interview with Asha: Building Wealth and The Business of Your Money
January 1, 2015This past month Matt sat down with business and life coach extraordinaire Asha Monkowska. We had an incredible conversation and get into some amazing tips on building wealth and a career and / or business that supports an incredible life.… Read Now >>
4 Year-End Tips on Giving Well and Living Wealthy
December 25, 2014Because it’s giving season, I wanted to reach out to you and give you four tips on how you can still give well and live wealthy by the end of 2014. Check out this really quick, financially intelligent video that can… Read Now >>
December 2014: Your Friend on Benefits
December 2, 2014We hope that you had a wonderful Thanksgiving! We sure did. It’s December and this means that 2015 is here. Like the holiday shopping that starts on Thanksgiving, your 2015 gifts will come from your preparation in late 2014. So… Read Now >>
Your Plain English Employee Benefits Guidebook
November 22, 2014I was 22 when I got my first job on Wall Street. I left the throws of comfortability in Minnesota working with my father for a training program located in the heart of Wall Street – 14 Wall to be… Read Now >>
