Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at what you should do.

Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.

Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.

Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s

If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream

This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi

Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.

2020 is here and we have some exciting news to share! First, you likely remember that last year we announced that we'd have a savings compet

Am I saving enough? Here's the rule of thumb you can use to know if you're saving enough for retirement and other non-budgeted items.

Case studies have shown that investments in health are key to boosting wealth. Healthy people live longer, more productive lives. Another...

The recent government shutdown has many of us thinking about what we would do if we suddenly weren’t getting paid. If you don’t work for...

My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...

I recently met with a husband and wife who are clients and are very disciplined at saving. I wanted to know if they had any advice that...

What is the Secret to creating wealth? Well, if you do a quick google search asking just that, there are numerous authors who have...

What You Probably Don't Know The financial industry as a whole is very cloak and dagger when it comes to explaining how we actually get...

So your child has now earned some money… now what? For my own children, I like to keep things simple. We follow the 80/10/10 rule. Save...

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...

I apologize in advance to those of you that are budgeters. Don’t stop what you are doing if it’s working for you. You are a rare breed....

I want to keep this brief, so I'm just going to lay it all out there. Let's start with the current situation, look at how we got there,...

There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...