Habits of a 401k Millionaire

Written By: Dan Honsberger I recently gave a presentation delineating the habits that need to be established so that more 401k contributors can become millionaires. Since I know that this information would be beneficial to many savers and investors, I want to share...

Be Smarter About Setting Goals

Written By: Peter Byrd Maybe you’ve had that steadfast vision of shifting gears in the front seat of a new two-door sports car. Or perhaps, you yearn to have your toes in the sand, umbrella drink in your hand on a tropical island. Whether you are trying to save for...

Financial Literacy

Written by:  Marilee Falco, CFP®, ChFC The dictionary’s definition of financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. If you are one of our...