Recent Blogs

Overcoming FOMO: Perception Isn’t Always Reality.

It is a popular acronym to describe a phenomenon that is particularly prevalent on social media websites because people often love to post pictures of their wonderful experiences. Those reading these posts feel they’re missing out on a better quality of life. FOMO may be harmless because it merely leads to a mild feeling of jealousy…. View Article


4 Ways to Become More Financially Literate

April is Financial Literacy Month, so we thought we’d help our readers understand the simple ways they can become more financially literate. You are never too young or too old to learn new ways to manage money. Here are 4 ways you can become more financially literate starting today. Work on your Relationship with Money… View Article


Financial Headwinds For Today’s Investors

Have you ever flown to Europe for vacation or business? If so, you probably remember the flight back to the U.S. took a bit longer.  A recent flight I took from London to Atlanta took two hours longer than flying from Atlanta to London. A two-hour difference in flight time is quite common in late… View Article


Spring Cleaning Your Finances

Every year, you spring clean your home and maybe even your wardrobe, but what about your finances? Spring is a great time to revisit your financial accounts, figure out where you stand, and change or create strategies to reach your financial goals. As you evaluate your needs for spring cleaning your finances, here are a… View Article


Benefits of a Cash Balance Plan

A cash balance plan is a retirement plan that offers you some of the benefits of traditional pension plans and defined contribution plans. This type of retirement account provides you with the opportunity to save up money for your future while also providing you with tax-deferred growth on your investments. What are the benefits of… View Article