Blog

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,...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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,...

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...

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...