Welcome! We think the world of finance should be easy to understand and apply to your life. Browse around; we have topics from budgeting, money mindset, how to's and checklists to wealth management, retirement readiness and travel tips! If you have a topic you'd like to read about, let us know!
Happy learning,
David & Gina
Friday, January 15, 2021
On Jan. 13, President Donald Trump was impeached for a second time by the House of Representatives - a first for our nation. Trump was impeached for his part in inciting violence against the United States government.1 This move comes...
Read More
Thursday, January 14, 2021
Your view on money is shaped by many things - how frugal your parents were growing up, how your partner spends money today, your income level and your overall financial literacy. But one factor you may not have considered before is...
Read More
Tuesday, January 12, 2021
With one of the most contentious elections in history behind us, President-elect Joseph R. Biden, Jr. is set to take office on January 20. In anticipation of a new administration, high earners especially are left wondering - how will...
Read More