Year: 2017

Common Retirement Misconceptions to Avoid

The Big “R”, retirement, seems to be a constant area of worry and anxiety across generations, from Millennials who worry they will never be able to retire to Boomers who are now wondering if what they’ve saved will suffice for their future. Below are five top misconceptions regarding retirement and how to be ready when […]

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4 Important “Money Talk” Topics to Have with Your Kids

Money can often be a sensitive topic between families, but it is a necessary discussion that parents should address with their children to avoid potential confusion or financial burdens when they are gone. To properly prepare the next generation to manage their wealth, it is vital to discuss finances and your priorities with your adult […]

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Lending Changes Could Shift Mortgage Market

Two Lending Changes and How They Could Shift the Mortgage Market Summer is a time for new growth and changes, and the mortgage market this summer is not wanting of such developments. Two recent lending changes go into effect this month and could certainly help millions in qualifying for a home loan, but may also […]

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Healthcare Hurdles and Upcoming Tax Reform

Setbacks for the ACA (Affordable Care Act) While changes will undoubtedly be made to our current healthcare system, the effort to repeal and replace Obamacare has undeniably faced significant setbacks. To be certain, healthcare is not a minor issue to address, and took the Obama administration nearly a year and a half to pass a […]

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Top Investing Excuses and How to Overcome Them

What comes to mind when you hear the word investing? Fear? Confusion? Frustration? For many, investing their hard earned money seems like a daunting and intimidating process filled with many unknowns. Without a doubt, investing involves patience and a willingness to learn some key principles, but it does not have to be a fear-inducing endeavor. […]

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How to Fund Your Small Business in 5 Steps

Everyone has a talent or an idea they think might be worthy of creating into a business. Some individuals have always had the entrepreneurial spirit, and others are simply looking for ways to get out of the corporate grind and make money doing so. Whether you’re a millennial looking to fund your first startup, or […]

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