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By

James Hargrave
The above quote from the classic movie Office Space portrays an infamous scene where “Peter Gibbons” speaks honestly to two corporate consultants. The movie Office Space is great at highlighting the struggles within a corporate environment in an engaging and humorous manner using irony that everyone from executives to new employees can relate to. Inside...
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Disability
Life as a business owner and a newly minted family man keeps you on your toes. I have been learning through experience about the importance of prioritizing time and energy between early morning and late evenings. Even as a financial planner new medical costs have made me realize the importance of understanding and having great...
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Via the recent CARE Act, many homeowners that have a mortgage now qualify to halt 12 payments on their monthly mortgage through a forbearance request to their lender. Now, nearly 4% of all mortgages are in forbearance and the Mortgage Banker Association reports a 1,270% increase in forbearance requests the week of March 2 and...
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5 Money Actions
While many people are rushing to the grocery and big-box stores around the world to stock up on life’s necessities, many are failing to see the long-term implications of reviewing their financial situation. Instead, individuals are replacing their well-thought-out strategies with emotional reactions, often through fear. In times of fear, the action itself does not...
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Financial Planner
“For time and the world do not stand still. Change is the law of life. And those who look only to the past or the present are certain to miss the future.” – John F. Kennedy      Nothing in life stands still, including the laws that govern our country. While we understand that laws...
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safety
You have bet on yourself time and time again. This required putting in hours of studying, honing your expertise, and taking on a large financial obligation. You have done all this for a chance to practice a profession that demands the very best of you each and every day. To many residents, the end is...
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Marriage is one of the most defining moments in a couple’s life, and like any major milestone it should not be entered into lightly. While inevitably some marriages simply do not last it is important to understand that some of those marital hurdles can be overcome with patience, compromise, and above all communication. According to...
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October is rolling around again and just like last year you should be receiving notice that your enrollment period is open from your employer. It is time to sign up for additional benefits or remove current benefits through your employer’s group options. Instead of deleting this email, make this the year you dive into truly...
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The Self-Checkout Financial Service Industry    Is the age of the financial adviser dead? Just mere decades ago, the average consumer would have been taken back by the thought of scanning and bagging their own groceries. Today, self-service is a way of life and has continued to take over every industry imaginable with the financial...
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safety
Why are you not taking advantage of your hsa? Many individuals are well aware that health care costs are risings and it is often the most expenses item in one’s retirement plan. However, very few individuals have implemented a strategy to handle these future expenses and are missing out on utilizing a key tool in...
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