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Micro-Investing – The Perfect Intro Investment Strategy for Millennials

One of the biggest obstacles keeping people from investing – especially Millennials – is just getting started. More specifically, it’s the inability to save money to invest that keeps them from getting started. But there’s a trend developing called micro-investing that can help you to overcome that hurdle. Micro-investing not only handles investing for you […]

How to Teach Kids About Money, from Toddlers to Teens

How to Teach Kids About Money, from Toddlers to Teens

The world is beginning to embrace the idea of a cashless economy, and it’s raised some interesting questions about how we impart financial knowledge to our children. A 2015 financial literacy assessment by the Programme for International Student Assessment (PISA) found that just under 80% of young people aged 15-24 made payments online. And a […]

Micro-Investing – The Perfect Intro Investment Strategy for Millennials

7 Personal Finance Lessons I Wish Everyone Learned in High School

Imagine if what you know now, you knew way back in high school. How much better off would you be? When I was in high school, I didn’t learn anything about money, budgeting, or investing. While I’m a financial planner now, I didn’t learn most financial basics until my junior year of college. What’s crazy […]

Micro-Investing – The Perfect Intro Investment Strategy for Millennials

Understanding Medicare Supplement Plan J

One reason that it’s so difficult to keep up with Medicare is that it’s constantly changing. The government is always adding or taking away restrictions on health care. Not only does Medicare coverage continue to change, but supplemental insurance continues to cover as well. Medicare is an excellent government program, and it help provide health […]

Micro-Investing – The Perfect Intro Investment Strategy for Millennials

Understanding Medicare Supplement Plan D

Medicare is one of the biggest government programs in the United States. It provides health care to millions of senior citizens across the country. It gives them health care coverage that they would be able to afford otherwise. While Medicare is an excellent program that helps protect seniors from massive hospital bills, but it doesn’t […]

Micro-Investing – The Perfect Intro Investment Strategy for Millennials

Protect Your Business with Key Man Life Insurance

A company may be run by a large group of people with the responsibilities spread out evenly between different departments. Other companies rely heavily on one or two people. If one of these highly important people were to pass away, these companies would have difficulties keeping the company in business. Otherwise stated: They would be […]

Micro-Investing – The Perfect Intro Investment Strategy for Millennials