Financial Literacy

Financial Literacy 101 for Kids

Financial Literacy 101 for Kids

July 24, 2023

Do you want to help your kids develop good money habits from an early age? In this blog, you will find practical and effective ways to teach your kids the basics of financial literacy, such as budgeting, saving, investing, and more. You will also discover fun and easy games and activities that will make learning about money fun and engaging for your whole family. Whether you have toddlers, preschoolers, or teens, this blog will help you raise financially savvy kids who are ready for the future.

Read More

How to Manage Your Cash Flow with the Three Bucket System

July 11, 2023

Cash flow is the lifeblood of any business or personal finance. It’s the amount of money that comes in and goes out of your accounts every month. Managing your cash flow well can help you achieve your financial goals, avoid…

Read More
property investment savings

Maximizing Returns: The Benefits of Utilizing a 1031 Exchange Form When Selling Your Property

June 20, 2023

When it comes to selling real estate, savvy investors are always on the lookout for strategies to optimize their returns and defer capital gains taxes. One such strategy that has gained significant popularity is the 1031 exchange. This powerful tool…

Read More
hand with savings

Importance of Having a Short-Term Financial Goals Bucket

June 8, 2023

In the pursuit of financial success, it’s crucial to have a roadmap that guides us toward our dreams and aspirations. While long-term financial planning is essential, we often underestimate the significance of setting up a short-term financial goals bucket. This…

Read More

How Annuities Offer Protection and Growth Potential

June 14, 2022

National Annuity Awareness Month is upon us! Let’s go over how annuities can be an important part of a retirement plan. June is National Annuity Awareness Month, giving us the perfect reason to discuss how they can positively impact your…

Read More
a man pointing out a document and a magnifying glass

The Importance of Having a Financial Advisor

February 17, 2022

Some studies indicate that people with financial advisors experience higher portfolio gains, anywhere from 1.5% to 4% higher, according to Fidelity. But even if you could navigate the market like a pro all by yourself, should you? Here are the top…

Read More
closeup shot of a woman using a calculator

7 Budgeting Tips For July

July 27, 2021

Budgeting can help you achieve your goals faster. Once you realize that budgeting can help you achieve the goals you’ve set out for yourself, you may find the process inspiring. 1. Think of your budget as a spending plan Think…

Read More
Annuity word is seen through a magnifying glass

It’s Annuity Awareness Month. How much do you know about annuities?

June 24, 2021

Because June is Annuity Awareness Month, here is an overview about them. Annuity product designs and types continue to evolve, primarily to meet the demands of people nearing retirement. In addition to their original purpose of providing retirement income, insurance…

Read More