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Blog Posts

Why Everyone Needs a Financial Plan

January 29, 2019

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<br /><br />September 23, 2018

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<br /><br />August 13, 2018

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<br /><br />May 15, 2018

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?<br /><br />March 10, 2018

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<br /><br />January 15, 2018

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<br /><br />October 9, 2017

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 <br /><br />November 1, 2017

Retirement Readiness

November 1, 2017

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

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