Author: spek-dev

Time to read: 3 min Wrap Up the Year: Financial Moves to Consider Before 2025 As the year winds down, it’s natural to start thinking about what’s next. But before you dive into new goals, it’s a smart idea to take a quick look at your finances and see if there are any moves you […]

Time to read: 6 mins Deciding to work with a financial advisor is a big decision. Whether you’ve recently had a windfall and want to make sure you’re maximizing it, have wondered for a while if you’re making the most effective decisions for long-term financial growth, or anything and everything in between, choosing to get […]

Time to read: 5 min Believe it or not, most wealthy people haven’t found themselves in the top 5% because they’ve made one brilliant investment or earn seven-figures a year. In fact, many have similar incomes to others who have accumulated much less money over time. So if income alone isn’t an indicator of wealth, […]

Time to read: 6 mins The term “Cash is King” has been around for a long time. While some people are staunch believers that readily accessible money is the key to financial health, others are vehemently opposed to the idea, believing that assets and investments are at least as important as cash. All of this […]

Time to read: 3 min It’s fair to say that, for many Americans, a presidential election is a high-stress situation. From concerns over social issues, domestic and foreign policy, healthcare, and more, it’s understandable that many feel there is a great deal at stake. When you add in the 24-hour media cycle, vastly opposing ideologies, […]

Time to read: 3 mins While the CPI is a crucial economic indicator, there’s a noticeable gap between what it reports and what people feel day to day. Let’s dive into this disconnect and what it means for you as a consumer and a financial planner. The CPI and Inflation: What Are They? The CPI, […]