Blog
Knowledge is power! And we want our clients to be as knowledgeable as possible when it comes to their finances. Find our blog posts below to learn more about key financial panning concepts and how to implement them in your everyday life.
9 Steps to 401(k) Success
9 Steps to 401(k) Success The 401(k) plan is becoming one of the largest sources of retirement savings for many American workers. According to the Society of Professional Administrators and Recordkeepers (SPARK), over 55 million people...
Read MoreAnnual Financial To-Do List
Things You Can Do for Your Future as the Year UnfoldsWhat financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to consider the investing, saving, or budgeting methods you can...
Read MoreThe End-of-Year Money Checklist Every Family Should Do, According to a Financial Planner
The end of the year is a busy time for any middle-class family. There’s preparing for the holidays, protecting your kids against the seasonal crud, and gearing up for the financial challenges and opportunities of the new year. But...
Read More
Pay Down Debt or Save for Retirement?
If bad debt payments are straining your ability to cover essentials or save anything, then paying them off should come first, he said. “Sometimes that means making tough calls — like selling a vehicle or refinancing to lower a payment.”
Read More
How to Balance Saving and Investing in 2025
“Saving is the act of acquiring or withholding something that you own,” Bauserman explained. “But investing is when you put your assets to work for you."
Read MoreShow All
Financial planner on client communication, compliant text messaging, and cybersecurity mandates.
“We focus on creating a financial plan, not just selling a product,” says Bauserman. “It’s about making sure they have a plan in place for long-term success. These plans are hard to discuss, just because they’re often requiring sacrifice an
Read More
4 Investment Accounts You Should Consider
As a financial advisor, we often discuss the 4 main investment accounts. Why not talk about it in a fun way? The biggest difference with all investment accounts is when you pay taxes. You can pay them today, tomorrow, as you go, or never!
Read More
Investing Like a Fantasy Football Pro: Building Your Winning Portfolio
I was trying to think of ways to explain how to build an investment portfolio, and it hit me – fantasy football! Now, before you click away thinking, "I'm not into sports," hold on! I promise this is going to be a touchdown of an article!
Read More
Unlocking the Path to a Wealthy Retirement: 5 Crucial Keys
On average, most people are failing when it comes to planning for retirement. You can point to any reason why this is the case: inflation, political risks or disbeliefs, college debt, lack of financial education, income suppression, or the
Read More
The Thrills and Chills of DIY Investing
As the trend of DIY projects takes the world by storm, the allure of managing your own investments is equally enticing. However, before you put on your investor's hard hat, let's drill into the details and explore whether you're truly ready
Read More
5 Steps To Creating a Budget That Sticks
Why are so many Americans living paycheck to paycheck despite having what should be a sustainable income? Let's explore the importance of budgeting and the steps to create a budget that sticks.
Read More
Navigating Your Financial Future
In the world of financial planning, you have a powerful tool at your disposal: a financial GPS. This GPS can skillfully chart your course, leading you to your retirement destination faster, more efficiently, and with the added benefit of...
Read More