News & Insights

What are the best states to retire in financially in the United States?

You have many decisions to make when it comes to deciding where you would like to retire.  Factors like health care, security, weather and culture are all important to consider when it comes to deciding on which state you would like to spend your retirement years, but one of the most important factors you need […]

What is the net worth to be considered wealthy in the United States?

We live in a world where the financial landscape changes on a daily basis. What is considered wealthy one day might not meet the mark the next. In the United States, your wealth is measured by your net worth, which is the total value of all of your savings, investments and your non-financial assets, i.e.personal […]

How does 401(k) matching work?

Investing into your 401(k) is one of the most reliable methods for funding your retirement so you can live out your retirement years in comfort. Many employers offer 401(k) matching benefits as an incentive for their employees. If your employer offers matching, you might be wondering how it works and how you can get the […]

What percentage of my income should I contribute to my 401(k)?

Many of us dream of having a comfortable retirement with years of freedom to do whatever we please. However, reaching a comfortable retirement requires work and a consistent investment strategy. Many people choose to invest into their retirement nest egg by using a 401(k). Investing enough into your 401(k) for a comfortable retirement is like […]

Is it possible to lose your money in a money market account?

Investment opportunities are available in a variety of formats for people looking to grow their returns and reach their financial goals. One type of investment opportunity that may have struck your interest is a money market account. However, with there being so many types of investment opportunities, you might be wondering if a money market […]

Is a financial advisor worth it or should you try to hit your financial goals alone?

This is a question often asked by people who are taking their first steps into financial planning — is a financial advisor worth the money or can I just do this on my own by being diligent with my finances? While we cannot make that decision for you, we can outline some important information to […]