When it comes to managing your finances, it can be beneficial to have a trusted financial advisor by your side. However, with so many financial advisors available, and an abundance of seemingly contradictory information available online, it can be challenging to know who to trust. So what kinds of things are important to consider when selecting a financial advisor, and how can you know who to trust? Here are a few tips to get started.

There can be a lot of unexpected outside factors that can send us off of our chosen path. And very much like those scenarios in which we’re sent off course, what’s most important about budgeting isn’t controlling the unexpected, but controlling how we respond.

So you’ve got a disability insurance policy through work. You’re set. Right? Maybe not. It’s important to understand that disability coverage is not as simple as “can’t work = get paid.”

Wealthy women have a different mindset and approach when it comes to building and maintaining their wealth. Here are some things they do differently.

Asset allocation is an essential component of successful investing, yet it's often overlooked - even by the most experienced investors.

Investing is one of the most effective ways to build wealth and achieve long-term financial goals. However, for many people, the world of investing can seem overwhelming and confusing. This beginner's guide to investing will help you understand the basics of investing and provide you with the tools you need to get started.

Doubling your money - sounds good! But how long will that take? Well, the answer is: it depends on how long you’re investing, and how much you’re earning on your money. However, there is the Rule of 72, which can give you more of a mathematical answer.

These government-backed bonds have two portions of interest: a fixed rate, and an inflation-linked rate that is adjusted every 6 months.

Term life insurance is one of the most popular types of life insurance available because it’s straightforward, affordable, and lasts as long as you need it to — for most people, that’s between 10 and 30 years.

One of the best things I ever did for myself was come up with a “list of stuff you can do when you don’t know what do.” It’s a live, malleable document I keep online, filled with stuff that will make smarter, happier, wealthier or healthier whenever I get stuck. I update it whenever I think of new things that can go on the list, and reference it a few times a month.

You pull up to your house after a long day of work. Meetings, client calls, paperwork—everything you’ve done today has been for one goal: to succeed. But when you glance at your bank account, reality hits. A $10.58 balance, three pending transactions totaling $200, and the looming threat of overdraft fees. You’re a business owner, a college graduate, the picture of American success. Yet here you are, fighting just to stay above water.”

Nervous or not sure if you are ready to dive into working with a financial planner? Here are a few things to consider before taking the plunge.

A day that changed my life and became the inspiration for our firm name.