Congratulations! You have successfully reached a significant financial milestone that many aspire to but few achieve: a maxed-out 401(k). This is a great achievement on your journey toward a secure retirement plan and should be celebrated. Read more…
FDIC and SIPC 101: What Does FDIC and SIPC Cover?
Growing your wealth is important. So is safeguarding it. This is where insurance for your financial accounts and assets comes in. Read more…
Choosing The Right College: A Guide for Parents from your Financial Advocate
“I want to go somewhere in the south that has football.” Read more…
Financial Advice for Physicians
The medical profession requires an unwavering commitment to saving lives and caring for others, making it a demanding yet noble career. As a physician, you may also come across challenges outside of work. Tasks such as managing your finances and asset protection can be overwhelming on top of your Read more…
The Importance and Definition of Financial Planning
Did you know that most Americans don't have a solid financial plan or enough emergency savings in place? In fact, only 30% of households in the U.S. have financial plans. This staggering figure underscores just how essential financial planning is—even for those who feel they have their finances Read more…
The Process and Stages of Reaching Financial Freedom
Around 72% of Americans do not currently feel financially secure; however, over 40% believe they will achieve financial freedom eventually. But what does financial freedom mean? Because personal finance is a broad topic with many approaches, it's important to know that financial freedom is not a Read more…
3 Ways to Strive for Financial Freedom—Even During Uncertainty
We live in uncertain times. The deluge of depressing news only reminds us of the many things that are out of our control. Read more…
How to Best Approach Family Financial Planning
They say, "It takes a village to raise a child." Likewise, it takes a team to direct your family's financial future. This no-nonsense guide to setting your family's financial plan will help you make better decisions no matter your family budget or current financial situation. Read more…
Everything to Know About Portfolio Diversification
Don’t put all your eggs in one basket. We’re taught this from a young age as a basic way to understand that failing to diversify in a variety of scenarios increases risk of a negative outcome, and your finances are no different. The future is not predictable, and even seemingly rock-solid stocks Read more…
Money Saving Tips When You're Expecting a Little One
Whether you planned to have a house full of kids or no kids at all, you’re probably reading this because you are expecting a little one of your own. Congratulations! Read more…
