July 6, 2017
car insurance

Basics of Buying Auto Insurance

Recently we were with a client who was unhappy about the prohibitive cost of auto insurance. 87.4% of US drivers have auto insurance,and most of them share the same sentiments.
April 20, 2017
student loan

Student Loan Debt, Pay off vs Seek Loan Forgiveness

One late evening, we received a call from Mr. Booker who owes more than $200k in student loans for a degree that has a beginning pay […]
March 23, 2017
identity theft

Identity Theft, what you need to know

Recently we received a call from an 82 year old gentleman that made me cringe.
March 2, 2017
retire

Are you making these big 401(k) 403(b) mistakes?

The terms 401(k) and 403(b) are thrown around often, and most people have no idea what that means.