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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

Financial planning is essential to building, protecting, and distributing wealth.  Sound financial planning covers a number of different areas: retirement planning, investment management, protection planning, estate planning, college planning, and behavioral finance among others.  Dig into these articles to find ways that you can remove the guesswork when it comes to your financial life.

I’m Young, Do I Really Need a Financial Advisor?

By | April 12th, 2017|Categories: Financial Planning|Tags: , , |

There are many misconceptions about financial planning. One of the questions I routinely hear from young people is, “I’m young, do I really need a financial advisor?” It’s a great question but I think you could ask fifty people that question and you’d get fifty responses. My job as a financial advisor is to craft a [...]

THE 13 BEST WAYS TO USE YOUR INCOME TAX REFUND

By | March 2nd, 2017|Categories: Financial Planning|Tags: , |

An exciting time for many families is right around the corner… March Madness! Ok, not everyone is as crazy about college hoops as I am. Families around the country are excited because they recently received, or are expecting, an income tax refund. Last year, over 111 million income tax refunds were paid out by the IRS. [...]

Monthly Money Roundup: A Message for My Young Friends

By | February 1st, 2017|Categories: Financial Planning|Tags: , |

The monthly money roundup is a curation of my favorite personal finance articles over the past month.  I hope you enjoy them as much as I did! A Message for My Younger Friends | The Reformed Broker Millennials, you're going about investing all wrong. "Millennials hold more investments in cash and less in stocks than older [...]

7 Easy Ways to Save Money on Valentine’s Day

By | January 28th, 2017|Categories: Financial Planning|Tags: , , |

Valentine’s Day is right around the corner.  For many, this can be a stressful time. It can be difficult to think of creative ways to show your significant other how much he/she means to you on a budget. On top of that, some folks are still paying off the gifts they bought from Christmas. I think [...]

Celebrating a Work Anniversary? Consider These 4 Items [Video]

By | January 18th, 2017|Categories: Financial Planning, Videos|Tags: , , , , |

Congrats on your work anniversary!  Use these tips to take your financial planning to the next level. Want to learn more? Set up a no-obligation money chat today! Have an upcoming work anniversary? Here are 4 moves you should make. #work #advice  

Are You Allowing Media Hype to Crush Your Portfolio?

By | December 8th, 2016|Categories: Financial Planning|Tags: , |

In 1988, Public Enemy released the single, “Don’t Believe the Hype”. Public Enemy encouraged listeners to be independent thinkers, to form their own opinions without basing them on someone else's narrative. I stumbled upon this song while working out recently and I got to thinking about investing. Weird, I know. When it comes to investing, behavioral [...]

Monthly Money Roundup: Why Gym Memberships Can be a Smart Investment

By | November 1st, 2016|Categories: Financial Planning|Tags: , , , , |

The monthly money roundup is a curation of my favorite personal finance articles over the past month.  I hope you enjoy them as much as I did! The best #personalfinance articles of the past month. #529plans #financialmistakes #fitness http://wp.me/p7LALa-38W Investment Management vs Financial Advice | A Wealth of Common Sense I love this article!  This [...]

Which Candidate is the Best for Your Money?

By | October 21st, 2016|Categories: Financial Planning|Tags: , , , , |

How about this presidential election, huh?  It has been bizarre, to say the least. November 8th is rapidly approaching.  Most of us have made up our mind already on who to vote for.  We have done so despite being bombarded with Facebook posts about with candidate is a worse human being.  Everyone bases their voting decision on issues that are [...]

Monthly Money Roundup: Tax Credits vs. Tax Deductions

By | September 30th, 2016|Categories: Financial Planning|

The monthly money roundup is a curation of my favorite personal finance articles over the past month.  I hope you enjoy them as much as I did! Monthly Money Roundup via @IntegWealthNick. The best #personalfinance articles in September. Check them out! Tax Credits vs. Tax Deductions: Here’s What You Need to Know | The Penny [...]

6 Ways Fantasy Football Will Make You a Better Investor

By | September 22nd, 2016|Categories: Financial Planning|Tags: , , |

According to recent research, almost 75 million people will play fantasy football this year.  Every year, fantasy football seems to gain more popularity.  It gives many of us a great way to keep in contact with friends through some friendly trash talking each week.  Supposedly, fantasy football will cost employers $17 billion this year.  That’s bad. [...]