11/11/2021
Happy Veterans Day
Thinking of all the service men and women who have served and sacrificed to keep us safe. Let us show our appreciation by honoring all our veterans who are working to ensure the promise of America is within the reach of all who have protected it! Thank you for all that you’ve done and all that you do
I am especially thankful for my "big" brother whom I always look up to
(Fun Fact: I am taller than him 🤣, but I will always look up to him)
Thank a Veteran today
11/08/2021
If you're unsure whether you should develop a financial plan, the number of benefits of doing so might just change your mind. From better understanding your cash flow to making sure you have the right coverage, a financial plan can help you better control your income, expenses, risk management, savings, investments, and more, and in doing so, can get you closer to reaching your financial goals.
11/01/2021
There's no doubt that having a solid financial plan can help you weather the many ups and downs of the stock market. According to the Certified Financial Planner Board of Standards, Inc., “An investment plan is part of a comprehensive financial plan that maps out an investing strategy to help you meet your long and short term goals.” As we near , consider reviewing your current financial plan to ensure you’re on the right path to achieve your investment goals.
10/26/2021
A well-planned financial future or preparing for a more comfortable financial future. I’m here when you’re ready to get started.
01/25/2021
The 7 Financial Purposes You Should Have for 2021
The 7 Financial Purposes You Should Have for 2021
Meet your goals in this new decade with these tips.
04/01/2020
The CARES Act was signed into law on March 27, 2020. here are some key provisions in the bill
The CARES Act Has Passed: Here Are The Highlights
The CARES Act was signed into law on Friday, March 27, 2020. While that is great news, in and of itself, here’s a look at some of the key provisions included in the bill and what that may mean for you.
03/21/2020
Don’t miss out on historically low rates! Find out how much you can save on your student loans in 2 minutes.
https://mycb.co/626505
03/20/2020
What to Know About Federal Student Loan Repayment Options
College graduates have a number of options other than the standard repayment plan to tackle their debt.
03/20/2020
A lower interest rate on your student loans can help you take more control of your monthly budget. See if refinancing is right for you. Get started https://mycb.co/626505.
03/20/2020
Are you tired of standard student loan repayment plans for your student loan debt?
What to Know About Federal Student Loan Repayment Options
College graduates have a number of options other than the standard repayment plan to tackle their debt.
12/19/2019
A man who left work 10 years ago says a single meeting with a financial planner made retirement 'so much better'
A man who left work 10 years ago says a single meeting with a financial planner made retirement 'so much better'
The retiree said meeting with a fee-only financial planner quelled one of his biggest fears: that he's going to run out of money in retirement.