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  • MONEY HACKS: What's the Best Money Move for Your Tax Refund?

    Alex Assaley, AIF®

    It's that time again, tax time! Right about now you're probably either checking the mail for a tax return, filing, or if you were ahead of the game you're thinking about what to do with your refund. In our video below, we're giving our thoughts on what's the best money move for your tax refund. We get calls and questions all the time from employees, investors, savers, and people just planning for their future, so in these videos, we'll be answering those questions. If you have a question you'd like answered we welcome you to email us. 

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  • MONEY HACKS: What's the Best Money Move for Your Tax Refund?

    Tax returnIt's that time again, tax time! Right about now you're probably either checking the mail for a tax return, filing, or if you were ahead of the game you're thinking about what to do with your refund. In our video below, we're giving our thoughts on what's the best money move for your tax refund. We get calls and questions all the time from employees, investors, savers, and people just planning for their future, so in these videos, we'll be answering those questions. If you have a question you'd like answered we welcome you to email us. 

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    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.  By answering a few simple questions, you'll learn: 

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    Emergency Savings Worksheet

    It's important to have some money set aside for a rainy day. You never know when you'll have an emergency, and having some funds saved for unexpected events like job loss, medical and dental emergencies, car problems, and unscheduled travel, can really come in handy!

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