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  • MONEY HACKS: What’s the True Cost of Home Ownership?

    Alex Assaley, AIF®

    Spring has officially sprung and this is the time of year many folks are looking to buy a house, townhouse, or condo. Home ownership is an exciting moment in anyone’s life! It can also be a stressful period given the large chunk of money you are investing towards the place you live. In this video, I’ll talk about some forgotten (or hidden) costs you should financially prepare for when considering home ownership.

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Infographic: IRS Announces 2019 Retirement Plan Limits

    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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  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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Webinars
  • Social Security 101: 5 Important Questions to Ask

    Social Security 101: 5 Important Questions to Ask

    Do you have questions about how Social Security works?

     MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

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  • Expand Your Home Buying Game with Valuable Expert Advice

    Expand Your Home Buying Game with Valuable Expert Advice

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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  • Insuring Your Assets: How to Protect Your Future Finances

    Insuring Your Assets: How to Protect Your Future Finances

    Are you prepared for when you'll "need" insurance? Life can change in the blink of an eye, so ease your worries and figure out the protection that makes sense for you. MoneyNav is conveniently breaking down our in-depth webinar presentations and giving the advice you need to help with your financial future.

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  • MONEY HACKS: What’s the True Cost of Home Ownership?

    Moving into a homeSpring has officially sprung and this is the time of year many folks are looking to buy a house, townhouse, or condo. Home ownership is an exciting moment in anyone’s life! It can also be a stressful period given the large chunk of money you are investing towards the place you live. In this video, I’ll talk about some forgotten (or hidden) costs you should financially prepare for when considering home ownership.

  • MONEY HACKS: What You Brings You Joy?

    Organizing a roomWhat do you know up “Tidying Up?” The consultant and organizational expert, Marie Kondo, has been inspiring people around the world on with her books and Netflix show… and she also inspired this week’s video. Can we extend her mindset to reduce the financial clutter in our lives and help make a better plan for each dollar? In this video, I’ll share some of my thoughts and why finding joy in your spending is so important.

  • MONEY HACKS: What's Going on in the Retirement Industry?

    AdobeStock_142764196Recently, I attended the National Association of Plan Advisors (NAPA) 401(k) Summit: www.usaretirement.org. This is the annual convention for retirement focused advisors and practitioners, focused on improving the private retirement system. In this video, I’ll share some of the most interesting updates I learned about the direction retirement plans are headed.

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