by Katherine Flowers | Oct 15, 2023 | Blog
A financial crisis can spring up at literally any point in your life. Of course, it helps to be prepared, but sometimes we just do not have hefty sums of money lying around, which could bail us out of the crisis. And, of course, it is not healthy to live your life in...
by Tara Marshall | Oct 12, 2023 | Blog
There are many different investment strategies that you can use to grow your money. One of the most popular is the “barbell” strategy, which involves investing a portion of your money in safe assets and riskier ones. The barbell strategy is a type of asset...
by Gregory Gilmore | Oct 9, 2023 | Blog
Want to become a successful entrepreneur? The key is crafting an entrepreneurial mindset that will help you in your journey. The good news is that you don’t require an MBA to do it! Some people are naturally gifted with entrepreneurial skills, and you...
by Jerry Barr | Oct 6, 2023 | Blog
There are a lot of different factors to consider when deciding how long to keep your financial and tax records. The IRS has guidelines for how long you should keep certain types of documents, but they’re not always clear-cut. It depends on your...
by Katherine Flowers | Oct 3, 2023 | Blog
FIRE (financial independence, retire early) is a goal for many — especially those who have recently started saving for retirement. This article will explore FIRE’s what and why and offer some tips to achieve it. What Is FIRE? FIRE is the acronym...
by Tara Marshall | Sep 30, 2023 | Blog
Being qualified for a checking account sounds easy but is not necessarily an easy option for everyone. If your behavior checks show anything that the bank does not approve of, they might deny you the bank account. Of course, being denied a bank account can be...