Finances & Your Family

Lifestyle Creep

Be Aware of the Lifestyle Creep [Video]

Have you ever found that as you earn more income you spend more?  This is what’s known as the lifestyle creep. This means as your income increases so do your expenses.  So year by year you slowly earn more over time.  Therefore, your expenses go up over time too.  One thing to be thoughtful of…

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Open Enrollment – Deciding between Medical Insurance Plans [Video]

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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Investing in a 529

Investing in a 529 College Savings Plan [Video]

We’ve been talking about saving for your child’s education. You may want to consider the 529 college savings plan. Let’s discuss it!

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Financial Independence Day [Video]

What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.

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Wealth management financial advisors video on what states have no income tax

No Income Tax in These States [Video]

You might be wondering if it makes sense for you to move states. One thing you can consider is whether that state has no income tax!

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How to grow finances

How To Grow Finances -A Gardening Analogy [Video]

This was such a great analogy on how to grow finances. In gardening and finances there is a natural order of how things get taken care of.

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