Does Your Retirement Account Need a Tune Up?

Does Your Retirement Account Need a Tune Up?

Regardless of how nice your car is when you drive it off the lot, you’re going to have to give it some love and attention in order to get from Point A to Point B consistently and without stress.  If you forget to refill the gas tank, you’re not going anywhere.  Don’t...

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The 7 Step Personal Financial Checkup

The 7 Step Personal Financial Checkup

How are you doing with your money goals? At least once a year, you should do a personal financial checkup to keep you on track to reach your financial and retirement goals. It's important to evaluate where you are at with your money, where you're going, and how to...

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What Does Dow 22,000 Mean?

What Does Dow 22,000 Mean?

You may have heard news headlines stating that the Dow is in new record territory having hit the 22,000 level.  You may also be wondering what does this market milestone mean, or more specifically, what does it mean for your personal investments and retirement...

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3 Strategies to Finally Destroy Your Debt

3 Strategies to Finally Destroy Your Debt

Debt can postpone your goals (like retirement!) and keep you from living the life you want. Here are 3 strategies to destroy your debt and take control of your finances. 1. What would your life look like if you were 100% debt free? “Whether you think you can, or you...

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3 Tips to Catch Up With Your Retirement Savings

3 Tips to Catch Up With Your Retirement Savings

If retirement seems like it is sneaking up on you, here are a few tips to help you catch up on your savings goals. Let’s jump in: 1) Take Advantage of What Your Company Offers Most companies these days offer some type of matching program with your 401(k). I call this...

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Happy 4th of July

Happy 4th of July

Our office will be closed on July 4th in observance of Independence Day. We will reopen on July 5th. We wish everyone a safe and happy 4th of July.

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