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They say success depends not on what you know but who you know. Skills and experience are important but knowing the right set of people can definitely help you advance and thrive in your career. GQ recommends surrounding yourself with...

Even with the Federal Reserve increasing interest rates on loans, we are still in the midst of our current inflation crisis. The optimist will say that we will weather this storm and come out better for it. The pessimist will have the...

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Electric vehicles (EVs) are becoming more commonplace each day thanks to innovative battery technology, marketing centered around climate change and fuel efficiency, and the fact that they are just plain cool. They are technological...

There are always pitfalls when building a financial plan. Retirement, included. Understanding and avoiding these 6 retirement mistakes will help you build a strong, secure and flexible retirement plan for you and your loved ones...

If you’re approaching your 65th birthday, odds are you’ve been inundated with documentation and advice about your social security options. It’s crucial to make sure you’re on solid ground with your finances as...

Follow these 10 money-saving travel tips when planning your next vacation to help make it more affordable, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these...

A successful investor maximizes gain and minimizes loss. There's never a guarantee that any investment strategy will be successful. All investing involves risk, including the possible loss of principal. Here are six basic principles...

Frugal people are known for not spending money. This reputation harbors much truth, but not always. Frugality doesn’t mean pinching as many pennies as possible, it’s also a long-term strategy to save money. If you see a...

Obtaining life insurance is a benchmark for many adults when building their portfolio. Earning income is one thing but protecting it for your loved ones upon your death is quite another. The primary objective of life insurance is...

It's easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn't always as obvious. Let's say your money is earning 4% and...

Having a financial plan in place for your child is essential. It’s important to understand the potential issues that could arise during that process.

Digital wallets are here to stay. They handle digital funds, credit cards, gift cards and more. Learn how to capitalize on this technology for your daily life.

Harness the power of your Amazon Prime Membership with these helpful tips. Find out more about Prime Wardrobe, Amazon Fresh, Amazon Smile and more.

The Achieving a Better Life Experience Act of 2014 provides much needed assistance for Americans with disabilities to design a financial plan to alleviate potential stress if they’re unable to perform their jobs.

Each generation – Gen Z, Millennials, Gen X and Baby Boomers – are at different moments in their lives that require their own age-specific financial goals and stress points. Learn where your financial focus should be today.

Have you talked with a financial professional about disability insurance coverage? It may benefit to seek out answers to questions you may not have thought to ask yet. this article is a great starting off point for that conversation.

Saving for retirement and your children's education are equally important, so understanding how to put away money for both is critical. You want to retire comfortably when the time comes. You also want to help your child go to college. So h

One of the most important questions about retirement is only which age you’d like to retire, but when you should begin planning for it. These tips can help you with that decision.

Protecting your income is an important and often overlooked step in financial planning, and since May is Disability Awareness Month, it’s critical to consider the risk of disability before it’s too late.

Investing in stocks and bonds can seem exciting and challenging, but it’s very important to understand how to handle your investments if the market turns volatile.

Watch Out For These Common Tax Scams

John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF

Friday, April 8, 2022

It’s important to be diligent when it comes to tax scams. As the tax deadline approaches this month, it doesn’t hurt to refresh ourselves with what scammers have in store for us.

The Electric Vehicle Is Back

John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF

Friday, April 8, 2022

The fervor for electric vehicles is real and they’re not going anywhere. Manufacturers are meeting the consumer demand as they take the automobile industry into a brighter future.

Personal Finance: Why Is It Not Taught In High School?

Joseph Bogardus, CFP®, AIF®, ChFC®, LUTCF, CCPS®

Friday, April 8, 2022

The concept of teaching financial literacy in high school is rapidly gaining traction, but that wasn’t always the case. There are large numbers of graduates unprepared for a world of savings accounts, budgets and credit scores.

Financial Literacy Month

John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF

Friday, April 8, 2022

With April being financial literacy month, it’s a good idea to become familiar with the basics of what it means to be financially literate.

Have strategies to ride out a crazy financial market.

Each money decision you make impact financial wellness. Here are 5 pillars to help achieve and maintain wellness.

A new year means new changes to healthcare benefits and plans.

Another year of trying to stick to resolutions during a pandemic. Are we better prepared?

How millennials will react to inflation, and how vulnerable they are is an open question. What steps can and should they take to prepare?

If you’re like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you’re self-employed, you may have an even greater need for life insurance: You’ll want to protect your family..

Many adults rank their finances as their number one source of stress. A major contributor is the lack of financial literacy programs, particularly when they were younger adults and children. You can take matters into your own hands.

With retail prices for energy at or near multiyear highs in the US, here are twelve tips to help you save on your energy costs this winter.

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retir..