Jul 1 2020Do We Stay or Do We Go?
Summer weather might bring some relief from the COVID-19 pandemic, but life as we knew it just won’t be the same. Here are our best staycation ideas...May 1 20207 Overlooked Costs of Retiring Abroad
What does the perfect retirement look like for you? Retiring abroad might be just the thing you’re looking for... but I urge you to research before you go.Jan 2 2020How can I make meaningful resolutions that will help my family?
What are your New Year's resolutions? Workout routines are a great, but it's time to make sure you and your family are financially secure.Nov 1 2019How to Enjoy the Holidays Without Breaking the Bank
It’s the most wonderful time of the year . . . but also the most expensive. Here are 5 tips to help you stick to your budget and enjoy your holiday season!Mar 4 2019The Pros and Cons of Borrowing from Your 401(k)
Your 401(k) account is intended to fund your retirement, but you might have the option to withdraw money from it earlier. Here are the pros and cons...Feb 26 2019How to Save Money: Energy Efficiency
You can find ways to save on your utility bills by performing this easy energy-saving audit and fixing any trouble spot you find.Feb 8 20198 Tips for Your First Trip Abroad
As you plan your first trip abroad, you might not know where to start. Here are a few tips that beginners and even experts will benefit from!Nov 30 2018Our Thoughts on the LPL Financial Data Breach – November 2018
One of LPL Financial's providers experienced a data breach. Even though our partnership with them ended, your security might be at risk. Read our thoughts.Oct 30 20183 Things We Are Doing to Defend Against Hackers
Since we became an RIA firm in 2017, we have invested significant resources to defend our clients against hackers and cybercrime attacks. Here are 3 examples!