Everyone has heard the advice: “Invest in real estate. Land is a scarce resource, so once you have some property, the price can’t help but go up.” While real estate investment can undoubtedly be one of the best options for generating long-term wealth, it is no slam-dunk that every real estate investor will be successful....Read More

The convenience and experience of dining out or ordering in have made ‘meals away from home’ an integral part of our modern lifestyles. However, the financial toll of these decisions often goes unnoticed. With Americans allocating a significant portion of their income to dining out, it’s crucial to understand the hidden costs behind this habit...Read More

The current state of the housing market has been described by many as unsteady, unpredictable and highly competitive. For many years before, it has been an expectation that the positive trend of steady growth in prices would continue.  So, what happened? It started with a decision made by Congress in September 2020 to pass the...Read More

Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Financial advisors can use tax planning to show the tax consequences of different actions and to develop strategies that can help reduce taxes...Read More

With one of the highest inflation rates in over 15 years, more people are struggling to make large purchases amidst soaring consumer prices. As reported in CBS19 News on American savings, nearly six in ten adults don’t have enough savings to cover a $500 or $1,000 unplanned expense. With this struggle in finances, around 20% of...Read More

Financial planning is not a dark art. While it may seem that way sometimes, it simply calls for you to identify, organize, and prioritize your financial goals. If you haven’t written a financial plan, you’re piloting your life without a horizon point.  Do you need to cut expenses? Shrink taxes? Reduce debt? Or invest more?...Read More

Whether it’s your dream car or trading in your current vehicle, there are several items you should take into consideration before jumping in. We have rounded out the top three below: Do your research – Once you have decided on the type of car you would like to purchase, go to website such as Edmunds...Read More

Are you ready to begin a new business, but you’re not sure where it should be located? Inexperienced investors or owners might be considering a random place on the map that they think is most convenient. However, that’s one of the biggest mistakes you can make as a beginner. The location of your commercial properties...Read More

Being able to talk about money and work through uncomfortable conversations is the mark of a strong partnership. Many of us would agree with that but that doesn’t mean we’re good at it. Most people do not grow up hearing adults modeling healthy financial conversations, which means most of us could use some practice developing...Read More

What is one financial habit that will make you smarter with your money? To help you build smart money habits, we asked financial experts and business leaders this question for their best advice. From paying yourself a weekly allowance to reading content from money experts, there are several financial habits that you can build to...Read More