by Josh Bannerman | Apr 24, 2023 | Money Management, Wealth Management
Many of life’s biggest expenses can put a significant strain on our finances. However, with some careful planning and consideration, there are ways to reduce these expenses and free up more money for other priorities. In this article, we will explore nine of life’s... 
by Josh Bannerman | Apr 19, 2023 | Financial Planning
We get it. When you think of financial planning, fun might not be the first word that pops into your mind. But hear us out–while financial planning might not be the same kind of “fun” as a ride on a rollercoaster or a day at the beach, having a strong, smart... 
by Josh Bannerman | Apr 17, 2023 | Financial Planning
We all want to live a life of financial independence, but how do we make it happen? Unfortunately, even if you have a great job and stick to a budget, your checking account won’t magically generate the money that you need for retirement, paying for your kids’... 
by Josh Bannerman | Apr 11, 2023 | Financial Planning, Money Management
When it comes to tax software, there are plenty of options available, which can make it challenging to find the best one for your needs. To help you navigate the selection process, we sat down with Robert Barrington, founder of The College Investor, to discuss what to... 
by Josh Bannerman | Apr 10, 2023 | Financial Planning
Tax season is upon us, and if you’re like most people, you may be feeling a bit stressed out about getting your taxes done on time. With the deadline approaching, it’s important to take some last minute steps to make sure you’re not leaving any money...