With the upcoming election next month, you may be wondering how the outcome will affect your financial life. It’s a very normal thing to ponder – we are constantly inundated by news saying things like “the stock market will crash if this candidate wins” or “buy these 3 stocks if this candidate wins”. This[…]

Are You Making These 3 Mistakes With Your Health Savings Account?
What if I told you that your next bucket list trip (in hopefully a post-COVID world!) could be paid for with pre-tax dollars in a tax-free, penalty-free and totally legal way? Okay, now I have your attention 😊. I’ll show you how by the end of this blog, but first, I need to paint the[…]

5 Financial Planning Questions For Young Families To Ask Themselves
As a young family, your life is always on the run. Between work, dropping your kids off at daycare, attending soccer games, etc. it’s hard to carve out time for you, let alone time to properly manage your family’s financial life. With the addition of kids, you find your financial life all of a sudden[…]

COVID Stock Market Crash Commentary
The longest “bull” market in history is now officially over. It started in March 2009 and ended on March 11th, 2020 as we officially hit a “bear” market (defined as a 20% decline from its peak). Now this happened fast. Really fast. Since 1915, the average amount of days for stocks to go from peak[…]

Your Simplified Guide To Investing
The investing world can be scary. You’ve probably made investment mistakes, or know of someone who has. This is perfectly normal! Honestly, everyone has made investment mistakes – myself included. I bought medical marijuana penny stocks in college which did not turn out so well… It is extremely difficult to give up control of our[…]

3 Better Ways To Save Before You Max Out Your 401(k)
401(k)s are the most common type of savings plan offered by employers. You’ve heard it before – make sure you save money into your 401(k)! The more money you make, the more you should contribute into your 401(k), right? Maybe not. Most employers offer some type of match on your contributions. Let’s say you make[…]