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Most recent articles

Jul 21, 2020
Creating Savings Buckets Helps You Reach Your Goals
While saving is a critical aspect of your financial future, it's important to make sure you are doing this efficiently. Creating buckets for your different short and long term goals can positively impact your ability to hit your target
Magda Doemeny, CFP®
Jul 8, 2020
"Re-Work” your Federal Student Loans Without a “Refi”
The main question planners get about student loans is whether clients should refinance. In many cases we can look within the federal student loan system before looking to refinance. We will discuss those options in this article
Magda Doemeny, CFP®
Jun 20, 2020
The Basics of Investing
As you age and acquire more assets, investing is critical. Don't let a lack of understanding drive you away from participating in investments. Learn what the three basic asset classes are and how to utilize them to your advantage.
David Barta, CFP®, CFA®
Jun 24, 2020
HELOCs: Home Equity Line of Credit
HELOCs can be a great way to access additional funds for things like home renovations. We will talk about the great uses cases and potential disadvantages to using a HELOC to boost your access to cash.
David Blaylock, CFP®
Jun 24, 2020
Non-Deductible IRA to Roth Conversion
If you've heard of a "Backdoor Roth" and wondered what that is and if it's right for you, you're not alone. This article discusses how and why to utilize this unique retirement strategy.
Heather Comella, CFP®
Jun 24, 2020
Is it Time to Refinance My Home?
With interest rates at an all time low it could be time to reevaluate your mortgage. For those who might need additional cash flow to pay for large purchases, refinancing might be the way to go.
David Blaylock, CFP®
Jun 24, 2020
Understanding Your Company Stock Options
By far one of the best ways to make a return on your investment is with company equity. In order to make the best decisions around your options you need to understand how it all works. We'll run through the basics in this article.
David Barta, CFP®, CFA®
Jun 24, 2020
Why Should I Shop Around for Car Insurance?
We know shopping for insurance isn't the most fun thing you could do with your afternoon but it can save you a lot of money! We'll share some reasons it might be time for you to shop around.
Jodie Williams
Jun 22, 2020
Why Should I Buy Renters Insurance?
While renters insurance isn't always mandatory like other types of insurance, it can have some key advantages at a low cost. Learn more about the different ways renters insurance may come in handy for you.
Jodie Williams
Jun 24, 2020
Understanding What's Behind Your Debt
How debt is offered to you and at what limits is based on a few fundamental factors. Learn what factors impact your debt and strategies to focus on paying it down.
David Blaylock, CFP®
Jun 24, 2020
Traditional vs. Roth Retirement Accounts
What is the difference between a Roth and a Traditional account? It's important to understand how to utilize each of these correctly as part of your retirement strategy.
Heather Comella, CFP®
Jun 24, 2020
The Rise of Usage Based Insurance
In a world where technology continues to evolve to make lives more efficient, even the insurance industry is jumping on board. Learn how insurance is using technology to make your required payments more accurate.
Jodie Williams
Jun 24, 2020
Maintaining Your 401(k) Allocation With a Few Easy Steps
Just like all investment accounts, it's important to make sure your allocation doesn't veer too far from your risk tolerance. In a 401k, managing this can be a bit trickier and we'll teach you how to adjust it.
David Blaylock, CFP®
Jun 24, 2020
Is it Better to Buy or Lease Your Next Car?
If you're in the market for a new car the standard questions always comes up: Should I buy or lease? This article walks through the financial impacts to each of these decisions.
David Barta, CFP®, CFA®
Jun 24, 2020
How to Manage Your Savings: 50/30/20 Rule
Everyone's financial situation is different, yes. For many, however, there are general savings guidelines that can help you hit your long term goals if you can stick to it. We will dive into those guidelines here.
Magda Doemeny, CFP®
Jun 24, 2020
Federal vs. Private Student Loans: What That Means for Your Debt
At some point, you will be faced with a decision around debt consolidation or looking to review a federal loan pay-off program. Before you can do that, you should understand the main characteristics of the two types of student debt.
Magda Doemeny, CFP®
Jun 24, 2020
Do I Need Life Insurance?
Life insurance isn't always top of mind for many people until, unfortunately, it's needed. There are very specific milestones that require the purchase of life insurance and we discuss those in this article.
Jodie Williams
Jun 24, 2020
Consolidating Your Previous Employer 401ks
It's all too common to leave an employer and simultaneously leave your 401k behind. The next thing you know you've got accounts everywhere and have lost track of balances. Learn why it can be a good idea to bring those under one roof.
Magda Doemeny, CFP®
Jun 24, 2020
Building an Emergency Fund
Everyone should have money set aside in cash for a rainy day. Everyone. If something happens to you or if you lose your job this will help maintain your lifestyle. Learn more about this critical fund in this article.
Magda Doemeny, CFP®

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