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3 Financial Goals for Young Adults
Young adults and teenagers are more educated than ever when it comes to finances. Here are three financial goals that are important for them to work on.
Read MoreShould You Pay Cash or Finance?
Most people have been taught that debt is bad. In most cases, they're probably right. But it also depends on what the debt is for, and what you actually consider to be debt.
Read MoreIs Human Nature Getting in the Way of Your Financial Future?
Human nature is complex and deeply ingrained into our DNA. It’s what drives us to survive and thrive and governs everything from how we eat and drink to our desire to defend ourselves and our loved ones. When it comes to finances...
Read MoreConsider All Costs Before You Buy
Wise financial planning requires that you consider all relevant costs before making any major purchase. While most people consider the common costs associated with their capital investments, there is one cost that many overlook -- the...
Read MoreWhy You Should Die with a Big Fat Mortgage
You might be surprised to know that we recommend that you die with a big fat mortgage. It goes against the normal way of thinking that you should pay off all your debts before you pass away. There are several reasons why a mortgage is...
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Get a Taste of the American Dream Experience in the Financial Foundations Program
The American Dream Experience is a 2-day event that focuses on investing. That’s a big commitment when you’re not sure what the program involves. That’s why we provide a taste of what you’ll learn in the...
Read MoreDo You Know How to Properly Invest?
You might be afraid to ask a question about how to properly invest because you think that you should know this stuff. That's not true. It's never too late to learn about investing and how to do it properly. There’s a lot of...
Read MoreIs One Million Enough to Retire? The Answer May Surprise You.
As a financial advisor, I’m often asked if $1 million is enough for retirement. The answer depends on many factors including the age of the individual, lifestyle expectations, legacy goals, and if the individual has other assets...
Read MoreA Financial Advisor for Federal Employees is Critical to Building Wealth
A financial advisor for federal employees is someone who helps you optimize your benefits so that you can live comfortably knowing that you didn’t leave any money on the table. We help you with financial planning and retirement,...
Read MoreAn Overview of Where We Differ from Dave Ramsey
In this article, we’ll provide insight to where our strategy differs from Dave Ramsey. A number of people have attended our Financial Foundations program who recently completed Financial Peace University, the Dave Ramsey course...
Read More5 Ways to Teach Your Child to be Financially Responsible
When your child grows up and leaves home, they'll be responsible for their own finances. But will they be ready? Money is key to a safe and successful life, and your son or daughter will depend on it for all manner of needs and wants....
Read More7 Things You’ll Learn About Investing at the American Dream Experience
The American Dream Experience is a complimentary 2-day event that teaches you life-altering truths about money and investing. It will challenge you to think differently about how you save for retirement, your child’s education,...
Read MoreLearn About Finance and Investing with These Videos
If you want to learn the basics about finance and investing, we’ve compiled a list of short videos that are excellent resources for you. Last time we talked about how you can learn about finance and investing and we shared about...
Read MoreHow Can I Learn About Finance and Investing?
There are over 279 million results that display when you search Google for “learn finance and investing.” That’s a lot of information, and unfortunately, most of it is probably incorrect. We’ve compiled a list...
Read MoreWhat to Consider When Acquiring Life Insurance
Acquiring life insurance is one of the most important financial decisions you can make. Not only does it protect your loved ones you will leave behind, but it can be a helpful tool way before then. Be sure to hire a financial advisor...
Read More9 Common Questions About Life Insurance
Life Insurance is a financial tool to help people like you to take care of your loved ones after you’re gone. Typically, life insurance is most important for those who have financial dependents. This would include those with a...
Read MoreTransforming Your Relationship with Money is Essential for Wealth
In order to prosper, we need to recognize behaviors to transform our relationship with money. Our childhood experiences impact how we see the world today. What stories are you telling yourself? We sat down with Sophal Pettit,...
Read MoreMyths About Investment Fees That Everyone Should Know
When it comes to the cost of investing, there are a lot of myths and misconceptions about investment fees. We’re here to clear things up a bit so that you can find the right approach for your investments. If you would like us to...
Read MoreWhat Does a Financial Advisor Do and Why Should You Hire One
Most American adults don’t use a financial advisor and that’s unfortunate. A financial advisor is someone who can help you create the life you love. The best sports players have coaches, imagine if everyone had a money...
Read MoreWhat is a Chartered Federal Employee Benefits Consultant?
If you are a federal employee looking for a financial consultant, you need a Chartered Federal Employee Benefits Consultant (ChFEBC ℠). This is a financial services professional who can help you address your financial concerns. A...
Read More3 Reasons to Pay for a Tax Preparer
If you've always filed your own returns, you may never have considered hiring a tax preparer. But a tax professional helps you avoid costly mistakes and plan for your future. Every year, more people decide to get help with tax...
Read MoreThe Secret to a Balanced Financial Approach
Having a balanced perspective can impact many areas of our lives, from eating and relaxing to working and playing. Your finances, present, and future, should receive the same balanced approach. When thinking of their financial plans,...
Read MoreHow to Increase Your Circle of Wealth
Imagine a circle and in it all the money you will ever have. Hopefully, it's not a small circle. No matter the size of it, someone can still have more than you, and others less. The one thing we all have in common is that we all want...
Read MoreHow a Chartered Financial Consultant Can Help You Reach Financial Goals
A Chartered Financial Consultant is a certified finance professional who works with you on a one-to-one basis to help you plan the financial steps to reach your financial goals. Our co-founder, Charles Pettit, has his Chartered...
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