Learn From Our Experts
What Can I Do While the Market is Down?
We know the market is down, but that’s not always bad. Amid this downturn, what should you be doing? I answer that question in today’s video. […]
What Does Fee-Only Mean?
If you’ve heard the phrase “Fee-Only” or its step-cousin “Fee-Based” and wonder what they mean or the difference, this video is for you. […]
Getting the Most out of Your 401k: Roth vs Traditional
Should you be making Roth or Traditional 401k contributions? This is a common question with substantial tax consequences. You need to make the best choice; this video will help you understand the difference. […]
How To Get The Most Out of Your 401k: What is a 401k?
Part 1 of our 401K series will help you better understand what your 401k is compared to an IRA, 403b, and other retirement accounts. […]
How bad is inflation? The real question is how bad could it have been?
Inflation is hitting us all hard. Believe it or not, it may not be as bad as it could be. Learn about what has been “helping” keep inflation down. […]
What Type of Student Do You Have?
Not all students are the same. Some students have fantastic greats, some don’t. Some students have a lot of financial resources, some don’t. Knowing where you student falls on this spectrum will help you know what schools will offer the most aid. […]
The Three Phases of College Planning
What should you be doing to prepare for college? That depends on the age of your child. The less time you have, the more you need to be doing. That doesn’t mean there is nothing to do when your children are young. In this video, you will learn what to do during the three phases of preparation for college. […]
Want to do better with your money? Here’s how to get started.
I understand it can be hard to know where to get started. Winning with money seems like a big task. What’s that old saying, “How do you eat an elephant? One bite at a time.” […]
What Is Your Problem?
Money problems? For many, money is a complicated issue. The truth is, it shouldn’t be. There are only two money problems and knowing what your problem is will be the start to fixing them for good. […]
If You Have Kids, Check This App Out
Our family started using www.busykid.com about ten months ago, and we love it. You may also. Watch the video where I discuss the benefits and if it sounds like something you’d like, give it a try. […]