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
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
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
Most people I know like to think about finances as a mathematical equation. When the numbers are up, finances are good. When the numbers are down, they’re not. And yet,
By this time in January, statistics show that those lofty New Year’s resolutions you announced with such passion on January 1 have already been swept aside to make way for
December can be a busy time of year for all; from holiday parties to business deadlines, it can be difficult to keep up with anything not on your regular to-do-list.
Eagerly awaiting an end-of-year bonus or raise? Cheers! You’re one of the lucky ones. Extra income is always a welcome gift—especially during the holiday season. And yet, while a lump
