COVID-19: Choose Optimism in the midst of Chaos

COVID-19: Choose Optimism in the Midst of Chaos

“The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.” “My officemate (FIDO!) jumped ...
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/ / coronavirus, COVID-19, COVID-19, economy
Markets During Coronavirus: What You Need to Know

Markets During Coronavirus: What You Need to Know

After weeks of headlines about the coronavirus outbreak, markets have been caught in a volatile pattern of surges and retreats ...
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/ / coronavirus, Investment Management, markets
SECURE Act Changes

SECURE Act Changes for 2020

This month I wanted to update you on changes starting on January 1, 2020. In December, Congress passed the SECURE ...
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/ / retirement, Retirement Planning, retirement savings, secure act
Three Best Book

3 Best Books for Financial Success

People often ask me what book I’m currently reading. Right now, I’m actually in the middle of two: ‘Leaders Eat ...
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/ / Financial Planning
Plan Vacation Without Going Broke

Plan Your Vacation without Going Broke

Summer is here, which means time to vacation! This year, our family doesn’t have anything major planned, but we are ...
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/ / budget, Budgets, debt, debt free, vacation
Lead Yourself Financially

Lead Yourself Financially

We are all leaders. We may not be in charge of a team, or have people that directly report to ...
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/ / financial goals, Financial Planning, leadership
Financial Advisor - are they worth the money?

Is a Financial Advisor’s Value Worth the Money?

Would you be surprised if I told you that people who perform DIY auto repairs experience almost double the car ...
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/ / financial advisors, Investment Management, retirement, Retirement Planning, retirement savings
Changing Jobs with 401(k)

Changing Jobs: What to do with my Investments?

The other day I read that the median number of years people stay at a job is 4 ½. Assuming ...
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/ / 401k, Financial Planning, investments, job change, retirement, Retirement Planning
Things to know about market volatility

Things to Know About Market Volatility

It was a rough fourth quarter in 2018 for the markets. These days, just about every news organization you can ...
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/ / financial advisors, investing, Investment Management, investments, markets
How to start investing as a teen

How to Start Investing as a Teen

“I wish I would have started sooner.” I hear this phrase in my office nearly every day. No matter the ...
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/ / investing, Investment Management, investments, planning, teens
Life Insurance Basics - family together in front of new home

Life Insurance: How, When & What to Purchase

Most people have at least one financial dependent, whether it be a spouse, children, or loved one. What would happen ...
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/ / Insurance Planning, life insurance, planning
Protect Yourself & Your Money from Hackers

Protect Yourself & Your Money From Hackers – Part 2

The recent data breach through Equifax has got us all thinking about how we can protect ourselves. Whether your personal ...
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/ / Security
Protect Yourself & Your Money from Hackers

Protect Yourself & Your Money from Hackers – Part 1

You’ve probably seen headlines like this recently: Equifax Says Cyber-attack May Have Hit 143 Million Customers Each year, it seems like ...
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/ / Security
30 Year Anniversary of Financial Strategies Group

Celebration of 30 Years

In celebrating our 30th year in business, Mark Young, founder of Financial Strategies Group, had a few words to say ...
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/ / Speech
Future Plan. 5 tips for wills and estate planning

5 Tips For Wills & Estate Planning

Personal Note: When I wrote this blog post in anticipation of posting it in May, I didn’t anticipate what would ...
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/ / beneficiaries, documents, durable power of attorney, Estate Planning, estate plans, intestate, living will, medical power of attorney, tips, Wills
How 22 Months of Frugal Living Changed Us - snowboarder on a mountain - living the dream - racking up debt

How 22 Months of Frugal Living Changed Us

If you’ve read my “Dave Story”, you know that my husband and I spent 22 months being frugal and kicking ...
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/ / behavior, Dave Ramsey, Debt, debt, debt free, frugal living, money, paying off debt, priorities, shortcuts, story, student loans, The Total Money Makeover
3 Big Reasons to Work With A Financial Advisor - woman at computer screen trying to figure out investing

3 Big Reasons to Work with a Financial Advisor

When it comes to investing for your future and planning for retirement, you might think to yourself:"I'll just watch a ...
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/ / expertise, financial advisor, financial goals, Financial Planning, guidance, Investment Management, markets, professional, time investment
Twelve Fundamental Truths of Investing - pillars in hallway

12 Fundamental Truths of Investing

Investing is complex, but I ran across an article I saved that boils it down into some simple truths.The article ...
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/ / bonds, financial advisors, Financial Planning, Investment Management, investments, money, money market funds, rules of thumb, stocks
College Savings article with picture of young boy holding books

College Savings. Plan For Your Kids’ Future.

It's no secret that parents want what’s best for their kids.As a parent, you want your kids to have the best ...
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/ / college savings, Education Planning, , Retirement Planning, retirement savings, Section 529 Plan
Middle aged man doing year end planning

It’s Time: Year End Planning

You might be thinking to yourself that it's a bit early to be talking about year end planning.  But, if you ...
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/ / Budgets, budgets, charitable contributions, estate plans, Financial Planning, financial records, tax planning, Taxes, wills, year end planning

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