You live an on-the-go lifestyle, your financial planning should too! These nine free, financial apps can help you set and meet your financial goals and can fit seamlessly into the strategy you create with your financial planner. You can also download a free copy of our Budget Binder to get started on your budgeting journey! Mint- Hailed as one of the best money management apps, this all-in-one, personal financing platforms allows users to track bills, set and maintain their m

Combining love, lives and laundry is one thing. Combining your money is another. Newly married couples who both work would do well to think about what to do with two incomes. Here are some pointers! New couples usually wonder how to improve their finances. Easy: Start talking about “your money” as “our money” and plan as a couple. Once you marry and support one household with two incomes, shift your thinking. You don’t bring in two incomes now – you bring in one bigger income

Everyone would like more money in the bank at the end of the month. The good news is that it’s never too late to start saving and investing. Here are some tips to help you grow your wealth by creating a budget. Start saving now. Financial advisors recommend having at least three months’ salary saved in case of emergency. Even if you can’t afford to save a lot of money each month, it’s important to put a small amount away regularly. Track your income and expenses. Every budget

When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You pay taxes on Roth contributions for the taxable year in which they are made. “Traditional” contributions typically means that your contributions were taken out of your paycheck on a pre-tax basis. In other words, you’re going to pay taxes on that money in a later year. Many plans offer an option to make Roth contributions. Also, most p

April is National Financial Literacy Month Too many people just don’t have it, but your financial advisor can help. April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining healthy financial habits. But ask yourself this: what have you learned about anything financial lately? Do most of your neighbors keep a household budget or save for retirement? Does your cousin live hand-to-mouth? Do yo

Warren Buffett on How to Protect Against Inflation Inflation swindles almost everybody – stock investors, bond investors… We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make so much money? How does Warren and his long-time associate, Charlie Munger (who is 98), choose their investments? Buffett and Berkshire Hathaway Warren Buffett is

The Differences Between Growth, Core & Value Understanding your style of investing is an important step – especially today Are you a Growth investor or a Value investor? Or do you prefer a mix of the two? Understanding your style of investing is an important step in deciding where to allocate your portfolio – but trying to predict which style will outperform relative to the other is as challenging now as it has ever been. And COVID and the latest recession has further upended

Quotes from Warren Buffett & Charles Munger Timeless investment principles and valuable insights for all investors Warren Buffett and Charles Munger are two iconic figures in the world of investing and business. Known for their wisdom, long-term perspective, and successful track record, they have built Berkshire Hathaway into one of the most valuable and respected companies in the world. The annual meeting of Berkshire Hathaway, often referred to as the "Woodstock for Capital

Be Prepared for When Consumer Spending Slows Potential pullback could lead to a new phase of economic adjustment As an integral component of the U.S. economy, consumer spending significantly influences economic trends and forecasts. Historically, consumer outlays have accounted for approximately 70% of U.S. gross domestic product (GDP). Over the past four years, robust consumer spending has been a cornerstone of the economy's rapid expansion, even amid challenges such as risi