Is Your Pet Busting Your Budget?

About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I knew how to take care of them financially. So I…

Financial Planning’s Best Kept Secret!

Have you heard the City of Orlando’s recent advertisement on the radio where they emphasize the month of September as their best kept secret? At this point in the year many children are back in school and not visiting Orlando’s…

On the Move

Many of us will temporarily move ourselves for a week to the beach, mountains, or any other vacation spot during summer months. In addition to these summer trips, many of us will be on the move from our permanent residence, which…

What Type of Financial Planner are You?

The Certified Financial Planners Board and the Consumer Federation of America performed a research study earlier this year involving a sample of 1,002 household financial decision makers nationwide which included 60 financial planning related questions. With their results they have…

Subscribe to our Blog

Get weekly updates with our latest blog posts.

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

Blog Categories