Happy-Thanks-giving-day

Happy Thanksgiving!

Thanksgiving Day will be here before you know it! I’ll be cooking up my annual turkey, corn pudding, stuffing, and all the other goodies my family appreciates and wants for our holiday meal. We share our table with friends and those who don’t have family locally or at all. Do the same; invite someone to […]

Read full story Comments are closed
financialAid101

Financial Aid 101

Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. What is financial aid? Financial aid is money distributed primarily by the federal government and […]

Read full story Comments are closed
bca4

Get $ Fit Challenge- October

Today’s blog is from our Social Media Coordinator Sara Howard. This is my story… Life Experience Can Change Everything… This year’s Breast Cancer Awareness month has seemed to evoke new emotion in me.  I have not had breast cancer yet, but grew up with a Grandmother who had and kicked its booty. My Grandmother Irene was […]

Read full story Comments are closed
pfs millennials

Millennials, The Unknown Generation

Are You on the Same Wave Link As Them? As Business owners and parents it is important to remember the future of our companies and of society are millennials. I try to take the opportunity to learn from them and see how their suggestions can fit into my business. Having two millennial children also helps me to see and […]

Read full story Comments are closed
Estate Planning 2

Kids are Smart! Teach them Early!

Financial Education for Children. Have you started educating your children about financial basics? It is always best to start at a young age, but it is never too late. At a young age, our children are able to understand what money is and how it is used through observing us. Here are some key basics […]

Read full story Comments are closed
ira-vs-401k

5 Things You Can DO With an IRA That You Can’t With a 401 (k)

All retirement plans are not alike. Many individuals leave their 401(k) plans with the employer sponsor long after they aren’t working in that job any longer. Quite often I meet with clients who have four or five 401(k) plans at different employers. These are hard to keep up with and many times the plans are limited in the investment […]

Read full story Comments are closed
Credit Card Capture

Credit Cards: Is It Time To Bring Them Out To Play or Keep Them In For A Rainy Day?

Credit Cards are the cherries conveniently placed on top of our ever-growing loans.   Credit cards are not cash. They are a loan that must be repaid. Managing credit is a Smart Financial Strategy For Life! Credit cards are a fact of life and they are not going away by themselves anytime soon. Since the […]

Read full story Comments are closed
availability-bias

Behavioral Finance: Availability Bias

Any financial decision we make is based on our behaviors. It is important to understand how our behaviors can translate to and impact our financial future. As an everyday investor it is important to understand availability bias. Understanding these concepts and their possible impacts on our financial decisions is an important Financial Strategy For Life!   The link(s) […]

Read full story Comments are closed
career_tips_for_recent_grads

Even New Graduates Need Financial Tips!

Personal Finance Tips for New Graduates You’ve marched along to Pomp and Circumstance and collected your diploma–now you’re ready to finally head out on your own. Maybe you have student loans that you need to start paying back. Perhaps you’re looking forward to making your first car purchase or starting a new job. Whatever your […]

Read full story Comments are closed
financially fit 2

Get $ Fit Challenge- May

New Grad?  Kids still in College?  Control that debt! You’d probably agree that too much debt is not a good thing.  When you are young, carrying too much debt can create a precedent one spends many years, or a lifetime trying to pay off.  Debt can be a dark cloud hanging over your life, particularly […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.