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... 
by Josh Bannerman | Mar 27, 2023 | Financial Planning
Financial planning is an essential part of managing your finances and achieving your long-term goals. Whether you’re saving for a house, planning for retirement, or investing in your children’s education, having a solid financial plan is critical to your... 
by Josh Bannerman | Jan 19, 2023 | Financial Planning
Not Your Grandparents’ Recession: 3 Tips for Thriving in an Uncertain Economy No matter how the pundits and financial forecasters label it — downturn, economic recession, or otherwise — there is no question that 2023 is going to be a rough year for many people’s...