Blog
Should You Invest for Your Retirement vs. Your Kids’ Education?
Raising a family means you have to juggle numerous financial responsibilities at once. You not only have to worry about your own needs and retirement, but have to handle the...
Some Conventional Financial Wisdom You Should Ignore
Conventional wisdom exists everywhere, and although it’s typically accepted at face value as theory, it turns out to be wrong quite frequently. For example, millions of...
Should I Use a 529 Plan?
Higher education costs are constantly rising, and they will most likely be one of the largest expenses you have to tackle if you have a child and plan to support their...
Why Is a Financial Checkup Important?
It may not be your favorite thing to do, but you (hopefully) schedule a checkup with your health professionals at least once a year. Even if nothing is wrong, you know it’s...
3 Retirement Tips for Late Bloomers
If you’re in your 30’s or older, you should have already began planning for retirement. But if you haven’t started yet, you’re not alone - according to a study done by the...
A Financial Mistake that Entrepreneurs Need to Start Avoiding
I’ve often spoken about the need and importance of diversification when it comes to your investment portfolio. However, does the same thing that’s said about your...
Should I Open a 401(K)?
When it comes to retirement planning, there is a myriad of investment choices, and it can become incredibly puzzling when you’re trying to choose the right ones. One of the...
Should You Have Your Wealth in a Savings Account?
Especially in times of heightened stock market volatility, I frequently get asked by first-time investors if they should have their wealth (or at least a good portion of it)...
3 Financial Tips for Expecting Parents
Having a baby can be one of the most exciting moments of anyone’s life. However, it doesn’t come without its share of potential financial snafus down the line. I’ve said it...
How Should You Allocate Your Assets?
If you’re building an investment portfolio, you’ve most likely wondered how you should allocate your assets. It’s a good question to ask: picking the right mix of stocks,...
Some Critical Retirement Investment Mistakes That You Can Avoid
Before hanging up your worker hat for good, it's critical that you've saved and invested correctly. After all, your savings and investments become your paycheck in...
Why Diversification is an Essential Part of Investing
Many times, investors will put a huge portion of their portfolios into a “can’t miss” investment, or allocate most of their money into one investment vehicle. After all, who...