Blog Posts

The Benefits Of Budgeting

When it comes to personal finance there is one word that makes almost everyone cringe... Budgeting. Most people feel that maintaining a budget means that it will be the end of all of the "fun". In reality, establishing and following a sound budget does just the opposite. It not only...

Should I Rollover My Retirement Account(s) To An IRA?

This is the third in a four part series designed to help you determine the best way to proceed with your previous employer's company retirement plans, including 401(k)s, 403(b)s and more. Part 1 | 2 | 3 | 4 Now that you understand at the pros and cons of leaving your 401(k),...

Saving Money By Not Paying Commissions

Last week I wrote about the importance of receiving advice from a professional without conflicts of interest-- putting the client's best interest first. Today I'd like to focus on the scenarios in this capacity that can save you money. Without a Sales Commission...  When...