Read through the blog here, or skip to our Retirement Planning: Are You Ready To Retire? video below. How do you know when you are ready to retire? While it can be different for each person, everyone has to take into account both how much you’ll be spending to...
Read through the blog here, or skip to Jason’s April 2024 Market Update video below. Markets began 2024 with divided returns among the top market indices with large U.S. stocks leading the charge for the first quarter of 2024, up 6% as of 4/16/2024. International...
Read through the blog here, or skip to our Florida Prepaid video below. Many parents are wondering if they should get a Florida Prepaid Plan or another type of savings plan for their children’s college education. The enrollment period is from February 1 through April...
With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is that it depends on your specific needs and what you are looking...
Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
