The Advantage of Cash Alternatives Over a Savings Account or CD
You can get a decent return on a savings account or CD. But professional cash management can get your money working even harder for you.
Are Your Finances Ready for Student Loan Payments to Resume?
Student loan payments resume October 1. There’s never been a better time to get your financial house in order.
Private Student Loans: Eric Figueroa Featured in MoneyGeek
The big risk with private student loans is you don’t get any of the benefits and extra protections offered to federal student loan borrowers.
The Dream Statement: An Important Input to Your Financial Plan
With a Dream Statement, we help clients document their vision for the future in their own words. It then guides the planning process.
This Earth Day Start Supporting the Environment as an Investor
In recognition of Earth Day, we discuss what we think is a better way to support the environment as an investor.
Considering Buying a Home?
Buying a home is a big investment. As the financial professional in your life that’s truly objective, let us be your first stop.