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How 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...
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What 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...
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9 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...
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Transforming 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,...
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Myths 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...
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What 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...
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What 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...
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3 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...
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The 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,...
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How 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...
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How 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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