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Unlocking Your Dream Retirement: The Power of the 401(k) Plan

Unlocking Your Dream Retirement: The Power of the 401(k) Plan

When you close your eyes and envision retirement, what images dance through your mind? Is it the allure of financial freedom, the ability to indulge in life’s pleasures without constraints? Perhaps it’s the anticipation of quality time spent with loved...
Finding Your Financial Freedom

Finding Your Financial Freedom

Does Money Actually Equal Freedom? Childhood memories have a profound impact on our perspectives, and for me, my grandfather’s advice to “work hard and pay myself first” still resonates. His belief that “money equals freedom” has shaped my approach...
Money Scripts

Money Scripts

April is Financial Literacy Month in the United States, and it’s a great time to focus on promoting smart money habits. While it’s important to understand the math and mechanics of personal finance, we also need to address the psychological side of money,...
Annual Financial Checklist

Annual Financial Checklist

The actions you take today, and over the next few months, can have large impacts on your financial wellness (and maybe even your tax bill in April).

Insurance: How to Protect Your Loved Ones

Insurance: How to Protect Your Loved Ones

In life, sometimes the unexpected happens. Accidents, injury, illness, and sometimes greater tragedies. It’s common that these are things people don’t like to talk about, let alone plan for. But the reality is, if something happens to you, there are financial...
How to Pay for Education

How to Pay for Education

As we find ourselves on the downward slope of summertime, many of us continue on with relatively no change in schedule or duties. We’ve checked off the boxes of family or solo vacation, sunburn, yard work, and complaining about the weather (I’m in Texas and it’s very...