by Sophie Carpenter | Mar 14, 2022 | Blog
by Sophia Carpenter Obtaining a credit card is one of the first big steps we take in our own personal financial journey. They can be really exciting…but they can be scary, too. Credit card debt can quickly snowball if you’re not paying attention. The key is to buy...
by Vaishali Shah | Dec 8, 2021 | Blog
you As you prepare for the New Year, be sure to make these financial moves by year-end. To help you prepare, we’ve outlined items you should address before year-end and those you can schedule to organize for 2022. Address these items before year-end Flexible Spending...
by Vaishali Shah | Nov 3, 2021 | Blog
You might wonder if you can take on the risk involved with investing. You certainly shouldn’t invest in anything you’re not comfortable with, and this blog isn’t meant to offer investment advice. But, it’s important to understand the nature of 4 common...
by Vaishali Shah | Oct 11, 2021 | Blog
In our last post, we discussed the role of investments in a complete financial strategy. But what is an investment? How does it work? And, what are the different types of investments you might include in your portfolio? We’ll answer these questions today. This blog is...
by Vaishali Shah | Sep 20, 2021 | Blog
Several of our clients have asked us why they should invest. We’ve worked with countless clients who contribute to their retirement accounts but leave the money in cash. We also have clients who’ve built a sufficient cash reserve but continue to add to their...
by Vaishali Shah | Sep 12, 2021 | Blog
Last time, we discussed the importance of having a retirement vision before creating a retirement financial plan. In this edition of “Our 2 Cents,” we’ll talk about financial steps to take when planning for retirement. The Start of Your Career Planning for retirement...
