Building Wealth

Do you want a quarter inch drill bit or a quarter inch hole?

Do you want a quarter inch drill bit or a quarter inch hole?

Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few different checking or savings accounts, a random mutual fund exists out there “somewhere” and you know…

8 Steps to Becoming Financially Organized

8 Steps to Becoming Financially Organized

At the beginning of the year, many of us set New Year’s resolutions and goals. When it comes to creating these resolutions, some people vow to be more organized with their finances, but only a few are willing to do…

Maximizing the Savings with 529 Plans

Maximizing the Savings with 529 Plans

One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a…