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...
by Vaishali Shah | Aug 23, 2021 | Blog
On September 8, 2021, we’ll be on Lunch Conversations with Randy Wooden and Teddy Burriss talking about “Preparing to Exit the World of Work.” Creating a retirement plan is like planning for a vacation. They both involve non-financial and financial aspects...
by Vaishali Shah | Aug 15, 2021 | Blog
As a young adult, strengthening your credit score is an important part of your financial strategy. So, how do you do this? Today we’ll look at the five components of a credit score and strategies to start off strong. Factors In a Credit Score Your credit score is...
by Vaishali Shah | May 16, 2021 | Blog
A strong credit history gives you access to money tools that increase your financial security. How do you build positive credit if you don’t have credit history or if your credit score is low? This article shares 5 ways to build credit. 1. Checking account history...
