4 Tips for Protecting Your Finances on Summer Vacation

With school ending and the official start to summer around the corner, now is the time of year when we all long for that much-needed vacation. After all, everyone deserves the opportunity to rest, relax, and unwind after what’s felt like an incredibly busy and fast-paced start to the year. Most of us let our […]

20 Easy Lifestyle Changes That Will Save You Money

The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]

20 Easy Lifestyle Changes That Will Save You Money

The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]

9 Reasons You’re Not Rich Yet

Updated Aug. 10, 2018 You make a decent living, have a nice house and don’t have any debt. But yet, you still haven’t achieved the true financial freedom that comes with ample retirement savings, capital to support the philanthropic causes that are important to you, and wealth to pass on to your children and grandchildren. […]

The Secret to Getting the Salary or Raise You Deserve

Dana White, author of “Leader Designed,” was offered a fellowship at the Wall Street Journal — an impressive accomplishment and coveted position by any measure. But, she turned it down. She was working for the Department of Defense at the time, and says she was well past the fellowship stage of her career.  “My position was, […]

You Said It: From Illinois to Georgia, Money Smart Week Reinforces Financial Literacy

As financial advisors with nearly four combined decades of wealth management experience, we’ve seen firsthand the challenges that money management and personal finance pose for consumers. Whether it’s saving for retirement, funding the cost of education, paying down burdensome student loans, or establishing an emergency fund, money is the second most common cause of stress […]

7 Things Wealthy People Do to Stay Rich

Whether you’re content with your current financial situation — and want it to stay that way — or aiming to increase your wealth, learn the secrets that keep wealthy people on top, both financially and professionally. 1. Be Prepared It may be hard to grasp the fact that you’re putting money aside for 20, 30, […]