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E.g., 01/22/2020
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  | Financial Decisions

From pride to fabulous: LGBT financial priorities

While many in the LGBTQ+ community do extremely well for themselves, a large number struggle for basic things like housing and food. Wherever you stand – it is important to be proactive and take steps to make smarter financial decisions.
The way we spend money is very similar to the way we eat food. If something looks appetizing, we consume. Sometimes we can go overboard and indulge too much. That’s when the unhealthy aspect kicks in. As it pertains to food, you begin to gain additional weight – financially, the additional expenses that you’ve created for yourself begin to weigh heavily on you. When that happens, then it may be time to shed some pounds to get back on the right financial track.
  | Financial Decisions

Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
  | Financial Wellness

5 tips for achieving your financial Zen

When you imagine your financial future, what do you see? No more credit card debt? A larger nest egg? Finally having some spending cash? To make that vision a reality, you need a plan.
  | Financial Wellness

5 financial tips to finish the year strong

As 2017 comes to a close, it’s a great time to evaluate your financial picture for the year ahead. Here are some things to consider during the final stretch of the year.

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