Playing “Defense:” The Importance of Protecting Your Wealth

Ask any sports fan, and they’ll tell you the same thing: Defense wins games, not offense. No matter how good your offensive plays are, they aren’t enough on their own. You simply can’t win if you can’t defend against your opponents. This same principle of good game strategy also applies to growing your net worth. But the more you earn, the more you may risk losing.

How to Make Your New Year’s Resolutions Stick: Financial Goal Setting

Hello, 2017! Now that you’ve made it through all the financial obstacles of the new year, it’s time to start looking ahead. Save more, spend less! Sound familiar? That was was one of the top 5 most popular new year’s resolutions this year, up 17% from 2016. If reevaluating your budget was on your resolution list this year, then congratulations — You’re on your way to greater financial security and freedom.

Why You Should See a Financial Planner Early in Life

It’s easy to think of financial planners (and the people who use them) as wealthy, middle-aged, and grey haired. Luckily for young people everywhere, that’s far from the whole story. If you believe that you don’t make enough for financial planning to be relevant to to you, or thinking that it’s one appointment you won’t have to worry about until years down the line, think again.