Enhance Today | Enrich Tomorrow
Meet Darian Billingsley—our newest Client Service Associate! Darian recently joined us full-time as our newest Client Service Associate after completing our internship program. I knew early on that her ability to complete projects with tidy to-do lists and strong attention…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat healthy, work out every day, sleep eight hours – but…
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and solving math problems, until a few years ago there was…
There’s always more to learn when it comes to the world of finance. A great way to squeeze in some extra know-how this summer is through reading. So on this episode, we have a list of 13 great titles that…
This is a question we usually hear frequently when clients are filling out employment paperwork for a new job or during open enrollment time. Contributions to a 401k have traditionally been pre-tax. In other words, you take a tax deduction…
When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but as we’ll reveal in this episode, the answer is key to making…
The rise of social media has brought with it many blessings and curses. Being connected allows us to keep in touch with old friends and establish connections with acquaintances who may one day become close friends or professional contacts. It…
How you take your retirement pension can be a more consequential decision than many people realize. The debate over whether to take your pension as a lump sum or as monthly payments can be tricky. Even though pensions are becoming…
If you follow financial news at all you have probably heard the word “fiduciary” A LOT lately. This is good news as it means better advice for clients and fewer conflicts of interest for people giving advice, like us. What…
Delegation can improve your finances, reduce stress, and let you focus on what is most important to you. “The best executive is the one who has sense enough to pick good men to do what he wants done, and self-restraint…
