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Blog Posts

Why Everyone Needs a Financial Plan January 29, 2019

One of the most common questions asked by clients is if they are saving enough for retirement...

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How HSA's Save you Money

September 23, 2018

Over the years, supplemental health savings programs have been created for individuals to save additional funds...

Life Insurance 101

August 13, 2018

While most of what I focus on for clients is related to financial planning and investments, part of the process is making sure clients are adequately insured...

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Wedding Planning from a Planner's Perspective

May 15, 2018

Getting engaged is really exciting, but it is also the beginning of a stressful and expensive journey to your wedding. The average price of a wedding today is around $35,000..

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Should I pay tax now or later with retirement plan contributions?

March 10, 2018

There are two type of contributions for retirement: before-tax and after-tax (a.k.a. Roth). If you are contributing to an outside retirement account before tax, you would be contributing to...

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Fiscal Preparation for Home Ownership

January 15, 2018

When I was in my early twenties and had just moved to Murfreesboro, TN for my job, I had a decision to make regarding where to live..

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3 Lessons Learned from College

October 9, 2017

College  is so expensive these days. I went to a private university, DePaul University, in Chicago from 2008 - 2012. My grandma had generously set aside some money in a UGMA college savings.

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Retirement Readiness

November 1, 2017

One question that I frequently get asked is: "How much should I save for retirement?"

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