What is a financial consultant and do you need one?
Learn what a financial consultant is, the differences between a consultant and other designations and if one is right for you.
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What is the October Effect?
Is the “October Effect'' real when it comes to the stock market? Should you be worried? Read on to find out.
The great feeling of financial wellness—and how you can get there
What does it mean to be financially well, and how can you get there? Financial wellness is the great feeling that comes from having your income, expenses, and savings working together—all toward your goals big and small. It puts you on track for retirement and that trip next year. It also puts you on track ... Read more
How much of my paycheck should I save?
Learn more about the 50/30/20 Rule as a recommended starting point and savings strategy.
The Fed hikes interest rates by .75% for third consecutive increase
Here’s what you need to know about the Fed’s recent interest rate hike.
How to rebuild credit: 8 tips to improve a bad credit score
Bad credit scores linger like the voices in the back of our heads. As much as you try to ignore them, they don’t go away until you address them. We understand how difficult it can be, but there is a light at the end of the tunnel. Rebuilding credit takes time and dedication, but with ... Read more
Compound interest: Supercharge your savings
What is compound interest? Compound interest is when your initial savings and any interest it accumulates grows more interest. This means that each time you earn interest, it automatically gets added to your account and becomes part of the initial principal (the money you initially invested). Think of your savings as a snowball rolling down ... Read more
Inverted yield curve: What is it and how will it affect the markets going forward?
Here’s what you need to know about the inverted yield curve and what it means for you.
What is gross monthly income and why does it matter?
Gross monthly income is the total amount of income you receive from all sources each month. Here’s why it is important to know.
What is an emergency fund?
An emergency fund is designed to be a safety net for “surprise” expenses. Learn more about what it is and why it is important.
What was in August’s Consumer Price Index report?
Here’s what you need to know about August’s Consumer Price Index report and what it means for you.
How to create a will
Here’s why having a will is important and steps you can take to create one.