Wealth Education

Steps for Staying Stable with Sudden Wealth

There’s no right answer to what to do with sudden wealth, but here are some steps to put you in a better position to make smart decisions.

Helpful Budgeting Hack: How to Apply the 50/30/20 Rule

With the simple budgeting method known as the 50/30/20 rule, you can do just that — and take control of your financial future.

Investing was Awful in 2022 — But Here are 4 Things We Learned

Investors learn more about themselves during a bear market than a bull market — here's what we learned from 2022's awful financial market.

Emergency Funds: Why They’re So Important Right Now & How to Start One

Between rising costs and record inflation, an emergency fund is more important than ever. Here are tips on how to save in today's climate.

4 Barriers to Building Wealth that a Financial Advisor Can Help You Avoid

There are four common mistakes that can bar you from the wealthy future you want. Find out how a financial advisor can help with each.

Taxes 2022: Your Guide to Filing & a Fast Refund

Being organized and preparing early is more important than ever this tax season. Here’s everything you need to know about filing in 2022.

Should You Save Your Money or Invest It This Year?

Check out the pros and cons of both saving and investing so you can make more informed decisions as to where to put your money this year.

Three Simple Steps to Control Your Debt

No one likes that feeling of being indebted to someone else — especially when it comes to money. When you’re in debt, it can feel like...

Top 4 Wealth Creating Books

I enjoy reading financial books but most people can't say the same. There are a plethora of financial books you can choose from.

Is It Time for a Roth?

There are all kinds of retirement accounts but one that has been building steam since 1998, with no signs of stopping, a Roth IRA.

Pay Your Future Self FIRST!

All of us work and work very hard to have those things we cherish most. As you move up the income scale, pay your future self first...