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21Mar 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS We are all creatures of habit. Habits are the regular tendencies we have, whether good or bad, that can be difficult to break or even just modify. While all our financial situations are different, we all have the ability to improve upon them. The first step […]

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07Feb 2019

Did you know… 40 percent of U.S. adults don’t have the money to pay for a $400 emergency? According to the 2018 data from the Federal Reserve, Americans hold over $1 trillion dollars in credit card debt! A 2017 CNBC article revealed 44 million people having outstanding student loan debt. The Department of Education collected more […]

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19Dec 2018

Written by Gregory Palacorolla, CFP ® Did you know that, according to the U.S. Census Bureau, just 1/3 of working Americans are saving money in an employer-sponsored or tax-deferred retirement account? This fact makes you wonder how many people understand the power behind automatic contributions to a retirement account, and the magic of compounding. The […]

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