If you’re already planning for your financial future, you know that it is more of a marathon than a sprint. Making and sticking to a financial plan is a journey of decisions both big and small, and it takes TIME to reach financial freedom.

While you can’t plan for every single expense, such as that trip to the emergency room, there are a lot of expenses that you can prepare for. The biggest expense you should start planning for immediately? Education.

As parents, there’s a ton of pressure to teach your kids all of the right lessons before they’re out in the world on their own. You want them to be good, kind, intelligent, conscientious, and well-informed adults that are confident in their decision-making. When it comes to your kids’ financial future, this can be especially important and difficult.

Whether you are in the early stages of building a family or are simply seeking some tips on improving your financial planning skills, we have some helpful advice for making sure you and your family are on track for a bright financial future.

Going into a new school year can feel like stepping off the diving board and hoping you float. With dozens of things on your plate, you may think that reviewing your insurance policies is a task to push off for later.

By saving, you ensure that you can live your day-to-day life with a cushion for emergencies. Taking the next step - investing - may help your savings multiply.

Behind every successful person is a team of educators and role models who encouraged them to reach their dreams and gave them the tools to do so. But, who offers that same advice and guidance for educators on their journey to financial success? A financial professional!

For many people, the scope of “financial goals” is limited to paying down different types of debt. And while there is so much value in the freedom that being debt-free can provide, your financial goals can do much more than just keep you waiting for the day that your loan balance hits zero.

After taking a moment to bask in the glow of their recent accomplishments, the realities of financial independence come hard and fast. Today’s blog is meant to ease that burden - at least a little bit! - with six practical financial tips for new graduates.

Choosing an insurance agent is kind of like dating. There may be plenty of fish in the sea, but you certainly have to put in the work to find the right one for you.

Whether you love it or hate it, financial planning is a crucial step in preparing yourself for a future full of creative adventures in the classroom and outside world alike. By using some of these helpful tips, you can maintain your finances now and build up to the financial future of your dreams!

For many, insurance is a topic that raises a lot more questions than answers.

There is a type of insurance to cover just about every aspect of your life - including life itself! - and there’s enough information out there to make your head spin. With the plethora of policies available, costs can definitely add up, so it’s important to have the right insurance package for you and your family.

Let’s talk about some of the most common and valuable types of insurance policies.

When you get your first full-time job after college, retirement can seem light years away. In the early stages of establishing your career, the idea of planning for the time when it comes to an end can feel like skipping to the final page of a book before you’ve finished the first chapter!

We love celebrating life’s milestones alongside our clients. Whether that’s a new home, a new baby, or a change in marital status, we are always here for you when you’re taking on life’s biggest moments!

Let’s talk about four life changes that should necessitate a call to our office.

Budgeting is the one thing everyone needs to do and no one actually wants to do! For many, budgeting is a term that brings up a lot of shame and disappointment over budgets blown, forgotten, or abandoned once a goal is achieved… or failed.

When it comes to liability insurance, you may think you know it all, but there might be one more step towards ensuring you and your loved ones have the ultimate protection in case of trouble…

An umbrella policy.

When it comes to financial literacy, it’s not about how much you have coming in, but how well you manage those funds. Financial literacy is an umbrella term for “playing it smart” with the money you have, no matter what that looks like in your day-to-day.

The relationship each of us has with money starts at a very young age. How we are taught to budget, save, and spend money as children can make a huge impact on our habits as adults.

It’s time to talk about those two words everyone dreads: Student loans.

No matter how many loans you may have or the size of each one, student loans can be a sore spot for many people - especially those who work in education.

If you’re questioning whether or not you should look into life insurance, the answer is most likely: “Yes - you need it!”

While life insurance may seem to be a matter only for middle aged or older people, or for people with substantial wealth, the truth is that most people can benefit from having a life insurance plan in place.