• VIDEO: How Should You Be Paying Off Your Debt?

    Kacy Reece

    Do you feel like you have your finances under control? The fact is most Americans have $38,000 in personal debt, excluding home mortgages. In the face of debt, it can feel overwhelming but you're not alone. In the video below, we discuss two methods of debt repayment, the snowball and avalanche method. Which method is best for your finances?

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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Alex Assaley, AIF®

    Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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  • The Top 4 Apps to Help You Master Budgeting in 2019

    The Top 4 Apps to Help You Master Budgeting in 2019

    At the beginning, of every year, many people make resolutions about health, relationships, and money. Whether it’s making a goal to pay down a debt, finding a significant other, or losing a few lbs, there’s an app that can help. The power of our mobile devices continues to grow and apps for everything we do are coming into the future. We’ll be focusing on budgeting apps that can help you get a handle on your financial life.

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  • The Power of Healthy Stock Market Corrections

    The Power of Healthy Stock Market Corrections

    It may come as a surprise to some, but market corrections happen fairly often. It's normal for the economy to naturally go through peaks and downfalls over time. Don't panic when a market correction happens. By the final quarter of 2018, we have become long overdue for a market correction; such a correction is inevitable. We typically experience a correction once every 55 months (4.5 years); however, we have not had a meaningful correction - defined as a 20% drop in the market - in over 115 months (9.6 years), which is the longest run in history. 


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  • VIDEO: How Can Compound Interest Work for You?

    How Compound interest works for youCompound interest is an essential concept to understand when balancing the forces of investing and borrowing. It gives you the ability to make stronger money moves. Albert Einstein said compounding interest is the eighth wonder of the world and one of man’s greatest invention. 

  • Why are Collective Investment Trusts in Your Portfolio?

    Reviewing collective investment trustsEvery month, millions of working Americans save a portion of their paycheck into some form of retirement savings account such as a 401(k), 403(b), or IRA. While there are a lot of investment vehicles, do you know the type that your 401(k) account is being held in? If you’re saving in your employer-sponsored account, your Plan’s Fiduciaries are responsible for providing and monitoring a diverse investment menu. However, you hold the power to determine how much you want to contribute and where based on the available funds within your plan. One type of retirement investment vehicle that has been quickly growing in popularity are Collective Investment Trusts (CITs). So, what sets them apart from mutual fund investment vehicles?

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Financial Planning

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