A financial hardship strikes–you have two kids in college who need tuition paid, but you just lost your job. You feel trapped. The money needs to go out but there…
Category: Blog

The Balancing Act: Love, Children, Finances, and Stability
The modern economy has proven to be a difficult space. The job market is extremely competitive. Student loan debt is crippling. With all this weighing on the shoulders of young…

Could a Greek Downfall Affect the US Economy?
The Facts: Greece is a small economy. As a whole, they account for 0.3% of global output. The US only exports about 0.5% of it merchandise to there. It is…

If THEY Don't Plan, YOU Are the Plan
As many as 8 million people use some form of long term care annually. Taking care of an aging parent is a growing challenge for the so called “sandwich…

Four Stats Your Broker Doesn't Want You to Know
Dalbar’s Key Findings Recently I was looking at the key findings of Dalbar’s Quantitative Analysis of Investor Behavior (QAIB) report for 2015, and a few things caught my attention. Since…

White Paper - Non-Stock Market Income Generating Alternatives
There are three basic categories of investments: conservative, moderate and aggressive. (more…)