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As you and your network continue to be faced with big life decisions we know there is a need for resources in order for you to make informed choices appropriate for you. We provide these articles in hopes that you or someone you know may find them applicable and helpful. If you feel there is a particular area or topic that needs further discussion or context please let us know so we can provide additional insight.


Power of Investing

Investing $100/Month in Stocks for 30 Years

If you asked the average saver if it's safer to invest $100 in the stock market or to put $100 in a savings account, most would pick the savings account. This makes sense in the short term. However, the long-term answer is the exact opposite.

Published 2018 by Investopedia. Click Here .


The Power of Investing

The key to saving and investing is starting early. Quite simply, time = money. With a very modest 5% return, an initial $10,000 investment would become $33,219 by the 30th year.

Published 2018 by Investment Management Education Alliance. Click Here .


Understanding Your Student Debt

Student Loan Debt 101

Navigating through the process that is student loans can be daunting. Many students just simply don’t know where to start. Being proactive in understanding the debt can make the process go much more smoothly.

Published October 22, 2018 by Forbes. Click Here .


Why Student Loan Debt Can Be Good

When you attach the negative emotions that come with focusing on thousands — or tens or hundreds of thousands — of debt to a college education, it’s easy to label student loan debt as bad. But, believe it or not, not all debt is bad.

Published July 21, 201 by The College Investor. Click Here .


Preparing For Recession

Are you ready for the next recession? How to prepare now for a potential downturn.

Recessions come quickly and without warning. However, there are steps that can be taken in preparation.

Published July 29, 2018 by USA Today. Click Here .


15 Survival Tips for the Next Recession

How well are you positioned in your career? Are you actively tracking your expenses? There are a lot of things that we are fortunate not to worry about during economic prosperity, but history tells us this prosperity can only last so long.

Published June 6, 2018 by Click Here .

Is it time for financial advice?

  • Should I keep renting or is now the time to buy a house?
  • How much should I be saving for my kids' college education?
  • How fast should I be paying down my student loans?
  • Am I making the most of my employee benefits?


The financial issues you face now are far different than those of someone approaching retirement. However, it's often unclear where to turn for advice that will help you make thoughtful choices. That's why we developed an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life. We customize our process according to your situation – this ensures we put together the right plan for your specific needs and goals. 



Our program provides the kind of custom advice and services you need to get ahead.