Latest Articles

Your budget is no place for wishful thinking

Trent Hamm •
The Simple Dollar
beautiful girl in sunset blowing a dandelion

Budgets are often presented as being some kind of magical tool that people can use that will transform their day-to-day life from an ongoing slow-motion financial disaster into a debt eliminating and wealth building machine. Quite often, personal finance books and websites buy into this picture, too. They immediately suggest creating a budget for your

Read More...


Bigger isn’t always better when it comes to financial advice

Megan Clark, Associates Inc. Financial Solutions, Investment Adviser Representative, Executive Vice President, and Clark & •
Kiplinger
Group business meeting

For an individual investor, finding the right financial professional can be a challenge. To start with, there’s the bewildering array of titles, including broker, adviser, planner, manager and even coach. And then there’s all those letters (RIA, CFP, CFA and so on) and numbers (Series 6, 7, 65 and 66) that represent certifications and licenses.

Read More...