Influencers & Advice
We’re already halfway through February, which means 2023 is flying by! Hopefully, you’re still on track and in-charge of your New Year’s resolutions or any goals that you might have […]
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Two Big Questions as Tax Time Arrives
Tax time is quickly approaching and we were fortunate enough to have Lance Elrod featured as part of a recent Bloomberg Wealth article focusing on two, tax-related questions.
The Most Important Gift
Hey everyone, it’s holiday season and I know everybody’s hustling around trying to make sure that they get their gifts done figuring out who’s cooking the turkey, but we wanted […]
One of the Biggest Misconceptions in the Industry
I recently came across an article that was titled ‘How wealthy do you have to be to afford a Wealth Advisor?’ I know what my answer is, so that piqued my interest, and I dove in.
Student Loan Relief – What to Know
Most of you may already know that earlier last week, President Biden signed an executive order to attack student loan forgiveness – here are the things that you need to know.
Budget for Baby
Are you preparing to add a baby to your family? There are a lot of expenses that come into play when you add another family member to your household. One of the ways to prepare for those expenses is to include them over time.
What to do in a Market Downturn
Recently, we’ve seen the return of a bear market; and the Fed raised interest rates higher than we initially thought; and inflation start to go back up again (after starting […]
Teens and Credit Cards
The words “teens and credit cards” might be giving some of you anxiety already! The thought of giving your teen or your child access to a credit card which essentially […]
3 Tips to Not be Fooled by the Market
Today is April Fool’s Day, so what I wanted to do was rather than try and play a trick, is give you 3 tips on how to not be fooled by the stock market.
Spousal IRA Contributions
Did you know that you can contribute to an IRA, even if you don’t work? That’s right, if you have a spouse that has earned income, you can make a Spousal IRA contribution.
