College and Career Action Plan for High School Students (And Their Families)
Good chance you have more questions specifically related to financial planning for college.
Articles
The secret to scaling from six to seven figures
Building a six-figure business is a great accomplishment, but what if there was more in your future? Not necessarily more work, in fact, what if...
Wealth Tomorrow = Doing This Today.
Obviously you know that before you can invest, you have to save. However, knowing this is true doesn’t always make it easy to do. Like...
College Action Plan – Part 3: Paying for life after high school
Hi, it’s your Money Mavens, and we’re wrapping up our three-part College Action Plan series by talking about the big elephant in the room… Paying...
College Action Plan, Part 2 – Preparing for Life After High School
Hi, it’s your Money Mavens, and last week we jumped into the bittersweet conversation about helping your child prepare for life after high school. It’s...
How Do We Pick the Right Funds to Recommend for our Wealth Management Clients?
One of our most important responsibilities as comprehensive financial advisors is investment fund selection and fund recommendation.
College Action Plan, Part 1 – Thriving During High School
Hi, it’s your Money Mavens, and if your schedule looks anything like ours, it’s a whirlwind settling after the back-to-school rush. School supplies, books, backpacks,...
SOPs 101 (Standard Operating Procedures)
Hi, it’s your Money Mavens, and we need to talk about the process of freedom in your business. What allows you to… Delegate tasks you...
Student Loan Forgiveness – Who, What, When?
Hi, It’s been big news, so we’re pretty sure you already have an inkling that loan forgiveness is coming (for some). Here are the deets…...
Best (and worst) financial strategies during market volatility
Hi, it’s your Money Mavens, and yes, the stock market can feel like a rollercoaster at times. Between non-stop news, rising inflation, and whatever’s happening...
What Is Fiduciary Advice (and Why Does It Matter)?
Hi, it’s your Money Mavens and we’re on the lookout today. For P/E ratio. For lump-sum investing. For alpha and beta. For daily dividend factors....
IRA: In a Trust or Not?
Hi, it’s your Money Mavens with a quick question… You’ve heard about creating a trust, right? You’re also familiar with retirement accounts like an IRA,...