How Millennials Are Ruining Their Credit

There’s no mystery here: Millennials are suffering from bad credit left and right. But why? Why specifically Millennials? What is it that they are doing that is getting them into so much trouble? They do not teach you in school the art of budgeting yourself or the ins...

A Beginner’s Guide To Robo-Advising

In the not-so-distant past, if you wanted to invest your money, you had to go to a human financial advisor or make the investment decisions on your own. You would sit down in person with an individual who, presumably, had your best interest at heart, and advised you...

Rollover IRA–Six Steps to Success Part 3

Click here to read part one and part two of this post.   Step Four Whether your IRA is new or pre-existing, contact the bank or brokerage firm that will be responsible for protecting the assets in your IRA plan, and ask for important information like how the...

Rollover IRA–Six Steps to Success Part 2

To read part one, click here!   It’s important to keep in mind that plans vary, and some are significantly better than others, so take an in-depth look at the specifics of the plans offered. Limited retail class shares and additional record keeping fees and...

Rollover IRA–Six Steps to Success

I want to talk about the future. The future of your finances. While this conversation contains financial terminology that is often dismissed for its intimidating and overwhelming nature, I want to break it down in a way where it’s easily understood. Because I...

Diversifying Investments

Financial security is something a select few of us are born into and, even less seemingly-magically fall into. Yet for the rest of us, financial security comes in the form of a committed savings plan and long-term investments. Because there are times in our lives...

Protecting Your Finances

Scams. They don’t discriminate. From gullible senior citizens to FIFA officials, fraudulent scams exist on every playing field. And when someone comes knocking at your door, or a too-good-to-be-true email shows up in your inbox, it’s important to know the right...