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Is now a good time to buy a house?

Buying a house is a big decision. It’s a major investment, both in time and money, and it’s often a sign that you’re settling down in one place for an extended period. It’s also important from a perso...

Money Talk With Your Partner | Blog

The season of love is the perfect time to think about the beginning of a new relationship. You’re hopelessly attracted to each other, learning new hobbies, meeting friends and family and planning a li...

Money Mule Scams | Blog

It can sometimes be difficult to tell right from wrong when someone you trust asks you to do something that seems harmless. Unfortunately, this is how money mule schemes operate. In these scams, crimi...

Medicare 101

If your mind is flooded with questions when you think about Medicare, you’re not alone. What is it? When do you need it? Which plan is right for you? A lot of the answers depend on your circumstances,...

Government Impersonation Scams | Blog

How long would it take you to save up $50,000? Years, decades, a lifetime? And how long would it take to lose $50,000? Maybe just a few minutes if you’re the victim of fraud. And you wouldn’t be alone...

How fractional investing works

You’ve probably heard it all when it comes to building wealth and finding financial security. Heck, you might have even said some of it out loud. Things like, “This economy is nothing like the one my ...

Negotiating Tactics | Blog

By Elaine Floyd, CFP ® If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about in...

How to Prevent Identity Theft | Blog

This guide outlines ten easy actions to take against identity theft, including: refraining from carrying your Social Security card, enhancing account security with strong passwords and updates, counte...

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