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July 2021

Homeownership

Back to Basics: So You Want to Buy a Home …

July 28, 2021 | Jason Speciner
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment.
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Summer Vacation

Summer Vacation [Financial] Planning

July 21, 2021 | Jason Speciner
Are you planning a summer vacation this year? Plan to spend your time enjoying your trip instead of overthinking your spending! Plus, download our Vacation Budget Planning worksheet to be your guide.
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rollover

Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover

July 14, 2021 | Jason Speciner
Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the way.
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