by Josh Bannerman | May 1, 2023 | Financial Planning, Investment Ideas
As investors look ahead to the remaining quarters of 2023, it’s important to be aware of the potential investment risks that could impact their portfolios. While there’s no way to predict the future with certainty, there are several risks that are worth... 
by Josh Bannerman | Apr 26, 2023 | Financial Planning, Investment Ideas
As we move into the second half of 2023, investors are looking ahead and trying to anticipate the trends that will shape the investment landscape in the remaining quarters of the year. While no one can predict the future with certainty, there are some trends that are... 
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...