Skip to content

Financial Planning

Reg BI

What Does the SEC’s ‘Reg BI’ Ruling Mean?

What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn about the new Form CRS.
Read More
Credit card

Money Is Cheap Most Places … Except Your Wallet!

With low interest rates available for mortgages and auto loans, why are credit card rates still so high? Some possible reasons as well as how you can make the best of a situation in which you have to carry a balance — or avoid credit card costs altogether.
Read More
Credit fraud

Card Sharks

Today’s chip cards are safer than the magnetic-stripe-only cards of yesteryear, but that doesn’t mean credit theft is a thing of the past. How can you protect yourself — and what can you do if you fear you’ve been a victim of credit fraud?
Read More
economics

Economics Are Boring …

... unless you don’t want them to be. From food to football and more, check out my favorite unique economic indicators and the reasons behind them.
Read More
Paperwork Privacy

Spring Cleaning for Paperwork Privacy

Ready to do some spring cleaning? While you can toss expired foods and donate used clothing without risking your personal information, properly tidying paper and personal information requires a couple safety precautions. Learn what to shred and when, what to keep, and how to protect yourself online as you prep for paperwork privacy.
Read More

Relocating? How to Move Your Financial Plan with You

Are you in the process of moving? Have you recently relocated? Moving — even just across town — is a big decision that takes time, energy, and money to do correctly. But if you’re relocating to a new state or across the country, you may also be leaving some things behind. What you shouldn’t leave behind is your financial plan.
Read More
×

Let's Get Started

If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.