Don’t Forget the Tried-and-True Value of Compounding Interest
If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the […]
January 2023
Be the Financial Compass for Future Generations
Building towards retirement, you have made many financial decisions. Perhaps you maxed out your credit card on clothes in your early 20s or chose the wrong payment plan […]
December 2022
3 Factors to Know for Rising Interest Rate Conditions
The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008.[1] […]
What You Need to Know about Index Funds and Mutual Funds
On their surfaces, index funds and mutual funds may seem interchangeable. Both offer diversification of assets and are commonly invested in a basket of […]
November 2022
The Value of Opening a Roth IRA at the End of the Year
These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a […]
Thinking About Retirement? The Basics of Financial Literacy Are Your North Star
Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the […]
Making the Switch to Paying Yourself
You’ve probably had a daily routine for most of your life – from tying your tie and greeting your coworkers to loosening that tie when you get home. When […]
October 2022
Does the 4% Rule Really Work?
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. […]
Rediscover the Value of Yields in Tough Markets
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which […]
August 2022
5 Key Components to the Retirement Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on […]
