by James Bush | Dec 24, 2024 | Blog
Embarking on a year-long financial improvement campaign can be a game-changer for your finances. By focusing on one new habit each month, you, your spouse, and your family members can build a solid foundation for long-term success. Here’s your roadmap for a...
by James Bush | Dec 24, 2024 | Blog
The holiday season is full of joy, connection, and, let’s be honest, expenses. Whether it’s gift-giving, travel, or celebrations, the holidays can leave a dent in your finances. As you turn the page to 2025, this is a great time to reassess, reset, and create a solid...
by James Bush | Dec 2, 2024 | Blog
With the end of the year approaching, it’s a great time to think about your capital gains strategies to make the most of your tax situation. Capital gains are essentially the profits you make from selling things like stocks, real estate, or other investments. They...
by James Bush | Dec 2, 2024 | Blog
We often assume that having a lot of money guarantees financial security, but history shows us that even the wealthy and famous can make bad economic choices. The financial blunders of high-profile individuals remind us that we all can learn something, regardless of...
by James Bush | Oct 25, 2024 | Blog
When you’re gearing up to meet a potential financial advisor, knowing which questions to ask is important. Not every advisor out there will address your concerns head-on. Figuring out the right questions is a big deal, but hearing the right answers? That’s...
by James Bush | Oct 23, 2024 | Blog
Navigating the world of financial planning services can feel like a maze these days. It’s important to get a handle on the different ways planners get paid so you can make smart choices about your money. Fee-based financial planning has emerged as a popular...
