It isn’t just about selling products.  It’s about knowing your full financial picture and helping you make the best decisions for you and to help make your money last. 

There a lot of financial professionals out there, but how do you pick who you want to work with?  Who actually knows their stuff?  It’s a question we get a lot and we’re here to help you ask the right questions and spot some red-flags. 

You’ve just graduated from college and you’re making real money for the first time.  Obviously, you need to pay your bills, but what about everything leftover?  Do you pay off debt or contribute to your 401k?  We’ll help you decide what you should do with your money. 

Whether you’re staying in town or relocating to a new city, moving is stressful.  The big decision is always between renting a place or buying a home of your own.  We’re walking you through some considerations you should take when making this decision.

With interest rates at an almost all-time low, lots of people are looking to refinance their mortgage.  But even if you get a lower interest rate, is this always the right move?  We’re talking through a few different circumstances surrounding refinancing.

Student loans, credit cards, and car loans – debt is something everyone seems to have these days, but how do we tackle paying for it all?  In this episode, we’re diving into some debt repayment strategies, even if you live paycheck to paycheck. 

Paychecks and paystubs can be confusing.  We’re walking you through how to read yours, as well as what deductions you can and can’t control. 

Retirees – this episode is for you!  Whether you have a pension, are collecting social security income, or are taking withdrawals from your IRA, we’re discussing how different income streams are taxed and how that should play into your overall financial planning to make your money last.

Deductions, contributions, and brackets, oh my!  If you’re still working, this episode is full of valuable information regarding your tax return and how you can reduce your taxable income.

In this episode, we’ll walk you through how to create a budget.  Whether you already have one or are just starting to create your own, we’ll help you through the task.