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Financial Lessons from Famous Dads

Here are some important financial lessons passed down from famous fathers and famous father figures.

What To Do When Your Income Reaches Six Figures

March 1, 2023 Balancing Act Years Financial Planning By Advisor Mike Baum Budgeting

Congrats on six figures! Now learn how to make the most of it.

Who Is Your Financial Mentor?

January 4, 2023 Balancing Act Years Financial Planning Financial Literacy Budgeting

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.

2023 Goals: 7 Financial Moves to Make Life Less Stressful

December 1, 2022 Balancing Act Years Next Chapter Years Financial Planning By Advisor Mike Baum Budgeting

Many have felt the stress of financial strain this year. If you're looking to make 2023 a better year for your finances as well as your stress level, these seven moves will (hopefully) do the trick.

Digital Deals: The 4 Best Coupon & Comparison Shopping Apps

November 17, 2022 Balancing Act Years Financial Planning By Advisor Mike Baum Budgeting

Four of the best coupon and comparison shopping apps to save you a little money now – and potentially a lot more, later.

The Best Holiday Deal for Your Budget in 2022

November 7, 2022 Financial Literacy By Advisor Mike Baum Budgeting

Use this guide on how to help stretch your dollar a little further without breaking the bank – it’ll be the best holiday deal you get this year!

Understanding (and Avoiding) the "Money Illusion"

October 3, 2022 Financial Planning Financial Literacy By Advisor Leisl Cording Budgeting

Falling victim to the money illusion can impact your long-term financial success. Here's how to avoid that so you arrive at the reality you’d planned for years from now, instead of coming up far short.

Interest Rate Hikes Impacting Your Major Purchases and Life Events? Do This.

July 27, 2022 Balancing Act Years Financial Planning By Advisor Leisl Cording Budgeting

Millenials and older Gen-Zers are losing buying power at a time when they're typically making big life purchases. Here's how they can cope.

Counteract Inflation With a Spring Cleaning of Your Finances

March 14, 2022 Balancing Act Years Financial Planning By Advisor Laurence Hale Budgeting

While there’s not much we can do to change inflation, there are ways to counteract its effects on your finances. Here are seven steps for doing a “spring cleaning” of your finances to make your spending and saving as efficient as possible.