Our blog offers insights, strategies, and practical tips to help you achieve financial freedom—no matter your unique financial situation.
When it’s time to cozy up for colder weather, it’s time to check in with your financial life, too. Here are a few financial tasks to check off your to-do
There’s a strange dichotomy that I often find when reviewing new client’s employee benefits selections: the most important benefits often aren’t being taken advantage of and the less important benefits
The theme of our last quarterly commentary written in July was centered around uncertainty. That theme remains with us today as we deal with the unpredictability of the COVID virus
“There are only two things certain in life: death and taxes.” — Benjamin Franklin Taxes are one of your largest and most consistent expenses you will have throughout your life.
This year has already given us a series of interesting (and often unfortunate) events so far. So far, we’ve had Australian brushfires, Kobe Bryant’s passing, a global lockdown to help
If you have purchased a big-ticket item you have likely been asked the question, “Would you like to purchase an extended warranty for ONLY “x” dollars?” These warranties are almost
I was mindlessly scrolling through Twitter, which seems to be a common occurrence over the last few months, when this tweet (see picture below) caught my eye. It caught my
Over the past few months, most of us have been spending the majority of our time at home, cooking our own meals, figuring out how to work remotely, finding new
Where is your most favorite place that you’ve ever traveled to? One of mine is Italy. I love the history of the country and seeing the ancient architecture and how
We hope you and your family are doing well and staying healthy during this unprecedented time. It has been exciting to see all the creative ways Americans have come together
Well, this month didn’t go as planned. March is the month I look forward to the most since it’s full of basketball in Indiana and throughout the nation including high
As the coronavirus has made its way around the world and has rapidly infected hundreds of thousands of people, we have been asked to stay at home and practice social
