AICPA Highlights 6 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be...
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5 Things to Teach Your Kids About Finances
If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with...
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Why Financial Advisors Are Still Important
With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for...
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Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring...
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Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935...
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Start Fixing Your Credit Score Today
Whether you like it or not, a good credit score is essential. Your credit score factors into everything from insurance...
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Credit Cards versus Debit Cards
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is...
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Sometimes the Best Reaction Is No Reaction at All
The drawing above by our friend Carl Richards depicts the all too common roller coaster braved by many investors. There...
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Intra-Year Declines in Context
After a period of relative calm in the markets, the recent increase in volatility in the stock market has resulted in...
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The Current Market Decline in Context
After a couple smooth years in the market, volatility has returned. The one question on everyone’s mind really doesn’t...
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Market at All Time Highs
As markets rise higher and higher, so too does investor anxiety. The bears are anxious due to their belief this rally is...
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Income Allocation – Secure Your Income First
Income Allocation over Asset Allocation Secure your income first to gain peace of mind. By: By: Ross Hoffman, AWMA®, CFP...
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