Answers in the Palm of Your Hand With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. Wealth Center can be accessed on iPhone, Android, and other popular smart phones. Here’s How to Get
Top 5 Apps to Save You Money
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps
Don’t Be Argentina: Have A Plan
When it comes to Argentina there are a couple of areas we could focus on where their planning is lacking and could be improved. The first is with their economy. Not having a solid economic plan has caused Argentina to repeatedly seek aid from the IMF to avoid a financial crisis. Financial crisis’s
Summer Key Planning & Investment Deadlines
Summer is here! And it's time for your Summer Key Planning & Investment Deadlines postcard. Every quarter, I like to send out a postcard of all the key financial deadlines heading our way over the next three months. Fortunately, there isn't much required of us over the summer than to play
How the Right Advice Can Boost Financial Confidence
What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines,
A Debt Winter Wonderland
(By: Matthew DePompeo) Debt is something incurred by many households in America. There are many different types of debt. Some of the most common debts are credit card debts, mortgages, Student loans, and auto loans. Some other less common debts can be personal loans and medical debts. Some debt
2016 Year End Financial Planning
Every year I send out a checklist to try to put the focus on some areas - like taxes, investments, health care, insurance, and retirement that may need attention before the end of the year. In this article I wanted to highlight an item or two from each area of the checklist and why it could be
Where is Your Money Going?
I often talk about the importance of getting a handle on cash flow, which is the income you have coming in and where it goes. Getting a handle on your cash flow is the foundation of taking control of your finances. The image below shows how there are different things that will compete for your