Care for your financial health From Our President, Helpful Advice

Doctor Analogy: Easy Fixes for Your Financial Health

What does the doctor have to do with your finances? There's an analogy between taking care of your health and...

Bond Investing From Our President, How to Invest

Bond Investing in a Rising Interest Rate Environment

The bond market is substantially larger than the stock market, but many people don't know about bond investing. Learn more...

HSA Retirement Tips From Our President, Retirement Planning

HSA Retirement Tips and Strategies

Your HSA can be used as an investment vehicle. Discover HSA retirement tips and strategies you may be missing out...

interest rates on the rise Banking, Financial Facts, From Our President

Interest Rates on the Rise: Savings Accounts Beware

Interest rates on the rise - what does that mean for your savings accounts? Find out in this blog from...

optimal aging with dr sy powell From Our President, Wealth, Health, and Happiness Videos

Wealth, Health and Happiness: Optimal Aging with Dr. Sy Powell

In this episode of Wealth, Health and Happiness we learn the key to optimal aging with Dr. Sy Powell.

fed moved interest rates From Our President, Hot Topics

The Fed Moved Interest Rates – So What?

The Fed moved interest rates a quarter percent - now what? Learn what this means and how it may impact...

loss aversion and cognitive biases From Our President, Helpful Advice, Retirement Planning

Loss Aversion: Don’t Let Cognitive Biases Influence Your Retirement Accounts

Can your brain influence your investment accounts? Learn about how cognitive biases like loss aversion play into behavioral finance.

compound interest From Our President, Helpful Advice

Compound Interest: Job Edition

What is compound interest, and what does it have to do with your salary and career? Learn more in this...

three easy tax tips From Our President, Helpful Advice, Taxes

Outwit The Taxman With Three Easy Tax Tips

Tax season is here and we have three easy tax tips to help you get prepared.

WHH Jen Groover From Our President, Wealth, Health, and Happiness Videos

Wealth, Health and Happiness: Impact Skills with Jen Groover

In this episode of Wealth, Health and Happiness, we interview author, host, and keynote speaker Jen Groover. Jen is an...

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