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MONEY SAVINGS SECRETS: AMAZON PRIME Do you love saving money? Do you love Amazon? If you are anything like 50% of the U.S. population, we are guessing you do! A recent statistic showed…
Whether it is hiring a financial advisor, picking a mutual fund, or refinancing your mortgage it is a good idea to ask a lot of questions when it comes to your money. However,…
10 Books for a Better Money Mindset The list of personal finance and investing books is pretty extensive. This is not that list. While those books can be helpful, many get very technical,…
Is Insurance an Investment? The simple answer is no. You don’t view car insurance as an investment, so why would life insurance be? If insurance is not an investment, why do we have…
4 Reasons to Hire a CFP ® Managing your finances can be difficult and time-consuming. However, finding someone to handle your finances can be just as challenging. Want a tip to make it…
IRA vs 401k: What’s the Difference: There are some common misconceptions about the difference between an IRA (Individual retirement account) and a 401k plan. While these two are very similar there are some…
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Recent Posts
What business owners need to know about Colorado Secure Savings Act In 2020 Colorado passed the Colorado Secure Savings Program. This law mandates that small business owners enroll in a state-run retirement savings…
Roth IRA Mistakes An individual retirement account (IRA), specifically a Roth IRA, is a great option to save for retirement. However, there are a handful of common Roth IRA mistakes people make. One…
