Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

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Wednesday, November 24, 2021

Maybe you already know that life insurance is important. But how do you know how much you need? Let us show you how advisors calculate insurance needs

Thursday, July 22, 2021

Forex Trading What's the problem with Tik Tok? Looms/SuSus Susu That's how things work if the Giving Circle is running smoothly It's important to note that unlike the Loom, a Giving Circle doesn't offer an opportunity to INCREASE your...

Monday, December 14, 2020

As apps like Robinhood and Acorns grow in popularity, investors are hearing the term ETF more frequently. So what are they and how do they work?

Wednesday, October 28, 2020

The Alternative Minimum Tax is an often-discussed but seldom-understood method of taxing high incom-earners. Today, we break down how AMT works!

Monday, October 19, 2020

Black-owned banks are receiving attention in light of recent events highlighting racial disparities. So how do your deposits make a difference?

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Tuesday, October 13, 2020

Credit utilization is a huge part of credit scores. But many don't understand how credit card balances are actually reported. Today we tell you how!

Monday, September 28, 2020

The CARES Act has a number of provisions allowing special access to retirement accounts for those impacted by COVID-19. Should you take advantage?

Friday, April 3, 2020

These are are crazy times in which we're living. Here are a few updates on the recent changes as it relates to coronavirus and your finances.

Monday, March 9, 2020

Why is your credit score so different with lending institutions compared to credit monitoring services you use to check your score? Read and find out.

Friday, July 26, 2019

So you've found a way to bring in some extra cash. But do you know just how big an impact your side hustle can have on your finances?

Monday, June 3, 2019

Confused by all of the different credit card offers out there? Check out a few questions to consider before applying for a new card.

Tuesday, April 9, 2019

Check out our blog post on the dangers of defaulting on a student loan, and tips on how to recover for those whose loans are already defaulted!

Wednesday, December 26, 2018

Even if you're not a tax professional, it's a good idea to know the basics of federal taxes and how they affect your income.

Tuesday, November 20, 2018

Holidays are supposed to be about family, but money can make it a stressful time as well. We hope these tips help you get back to what truly matters.

Friday, October 12, 2018

Check out our post to see how three often overlooked employee benefit plans can help minimize taxes, protect your health, and save for retirement!

Friday, July 27, 2018

Join us for our #30MoneyMoves Challenge, where we make 30 moves in 30 days that help us budget better, decrease debt, and save more!

Wednesday, June 13, 2018

Company benefits can be extensive, but often don't provide the same level of protection to highly-compensated employees. Check out our post to see a few ways high income-earners are impacted, and ways they can take advantage of their plans

Monday, April 30, 2018

Buying rental property is a goal for many investors out there. Before you buy, check out our 8 steps to take before buying your first rental!

Wednesday, April 18, 2018

No one likes to pay too much money for school, but can you avoid it? Today we try to find out. Check out our blog on 9 ways to save on college costs!

Tuesday, January 16, 2018

Is childcare destroying your budget? Check our latest post on 8 ways to manage or reduce the costs of your little one's care!

Monday, January 15, 2018

Join us as we discuss risk tolerance and how to decide whether or not certain investments have a place in your financial portfolio!

Tuesday, November 28, 2017

PMI: many people have heard the term, but do you know how it can affect the home-buying process? Check out our post to find out!

Tuesday, November 21, 2017

Check out our guide to the doctor loan, a special type of mortgage lenders offer to physicians and dentists in search of a new home.

Sunday, November 12, 2017

Join us as we break down what the investment options inside your 401(k) could mean for your retirement planning!

Wednesday, October 25, 2017

Today we cover the Roth, how it compares to traditional retirement accounts, and how choosing between the two impacts your retirement income!

Monday, September 25, 2017

Today we cover group life insurance! How it works, when it's appropriate, and how to understand whether or not it will cover your family's needs!

Thursday, September 21, 2017

Many older investors feel they've missed the boat in retirement planning and don't have enough time to catch up. Here are some tips to help them!

Monday, September 4, 2017

Confused during open enrollment at your job? In this post we cover how to determine if your work disability plan is sufficient to meet your needs.

Sunday, August 27, 2017

6 costs new homeowners can prepare for when purchasing a home! From furnishings to homeowners insurance, tips on how to add them into your budget.

Tuesday, August 22, 2017

Join us as we cover the basics of 401(k) loans! Details on how they work, repayment terms, and whether they're a suitable option for borrowers.

Sunday, August 13, 2017

Check out 10 areas of your finances where reviewing expenses could lead to significant savings!

Monday, July 31, 2017

Check out our blog on steps you should take to protect your car and your finances when driving for Uber or Lyft!

Monday, July 24, 2017

Before making an offer on a home, ask yourself a few key questions to ensure you're prepared for what might be the biggest investment of your life.

Monday, July 17, 2017

In this post we cover tools and tips to potentially pay off your home faster, eliminate PMI and more!

Thursday, July 6, 2017

In this blog post we discuss different scenarios where leasing a car might be an appropriate solution. If you're on the fence, read on see our take!

Tuesday, June 27, 2017

In this post we cover how term life insurance works, what to do if it expires, and how to determine whether or not it's right for you!

Thursday, May 25, 2017

Have you left a job and don't know what to do with your old 401(k)? Today we cover the three options available to you. Enjoy!

Thursday, May 25, 2017

How do you find how much life insurance you need? In this article we share tips for determining how much coverage is enough to protect your family.

Thursday, May 18, 2017

The financial world is full of complex terms and principles. Here are some ways that you can use automation to help build wealth, even when you're not an expert.

Tuesday, May 9, 2017

College costs are rising at alarming rates. Here are some tools available to parents who want to start saving for their children's future.

Sunday, April 30, 2017

The Public Service Loan Forgiveness is a program offering loan forgiveness for borrowers who meet certain service requirements. Here, we cover the ins and outs of the program and how you can qualify.

Friday, April 28, 2017

While we've been covering the ins and outs of credit, there is a relatively new method of calculating credit that is gaining in popularity: VantageScore. In this post, we cover some of the differences between FICO and VantageScores.

Friday, April 28, 2017

It's springtime: the weather is nicer, you've started gardening and put together a todo-list for items around the house. But what about your finances?

Thursday, April 27, 2017

Check out this breakdown of the percentages used to calculate FICO credit scores, and how you can use this knowledge to build and improve your credit!

Thursday, April 13, 2017

In this post we cover topics such as how to correct errors on your credit, when you're entitled to free credit reports, and how long bankruptcies, negative transactions and civil judgments affect your credit report.

Sunday, April 9, 2017

In this blog, we give our insights into common financial strategies such as credit card surfing, debt snowballs, and personal loans.

Thursday, March 30, 2017

Everyone tells you the things you should do when building a financial future. But what about the things we should avoid?