Ask Us Anything: Credit & Fraud
By Brent Weiss, CFP®, ChFC® One of our co-founders was recently victim of a fraudulent unemployment insurance claim. Want to learn what you can do to
02/17/2021
Category: Blog
Ask Us Anything: How Stock Options Work
By Brent Weiss, CFP®, ChFC® https://youtu.be/HzaD7QSZuWA
02/08/2021
Ask Us Anything: What Do Reddit, Hedge Funds, Wall Street and Short Squeezes Have In Common?
By Brent Weiss, CFP®, ChFC® and Lisa Rapuano, CFA Brent and Lisa answer your question: What do Reddit, Hedge Funds, Wall Street and Short Squeezes have
02/01/2021
Ask Us Anything: Battle Of The IRAs
By Brent Weiss, CFP®, ChFC® Brent breaks down the differences between a traditional IRA and a Roth IRA and how to use them to achieve a
01/25/2021
Ask Us Anything: 401(k) or IRA?
By Brent Weiss, CFP®, ChFC® Brent answers your question: 401(k) or IRA? https://youtu.be/DgGXZuLIDBE
01/19/2021
Ask Us Anything: New Year’s Resolutions & Smarter Goals
By Brent Weiss, CFP®, ChFC® Brent answers your question: How can you make and keep smarter financial resolutions? https://youtu.be/5c9OWV0cK8U
01/11/2021
10 Personal Finance Books To Read In 2021
People are always asking us for personal finance book recommendations, so our team of CFP® Professionals curated this 2021 reading list. Whether you’re new to
01/05/2021
Ask Us Anything: Finance Books For 2021
By Brent Weiss, CFP®, ChFC® Brent answers your question: Can you share a list of recommended personal finance books? https://youtu.be/jo4VTfjLOb8
01/05/2021
What The Coronavirus Stimulus Bill Means For You
The $900 billion stimulus package was passed last week by Congress and signed by President Trump over the weekend. This bill follows the $2.2 trillion
12/28/2020
Ask Us Anything: The 5 Key Things You Should Know About The Stimulus Bill
By Brent Weiss, CFP®, ChFC® Brent answers your question: What are the five most important things you should know about the recent stimulus bill? https://youtu.be/N5bq4xA_liI
12/28/2020
Setting Financial Goals For 2021 Despite COVID-19
Setting goals is one of the best ways to personally grow. Here’s how to set financial goals for 2021 (despite the havoc COVID-19 may have wreaked on your finances in 2020)!
12/17/2020
9 Tips For Smarter Holiday Shopping
Here are nine tips to turn you into a shopping pro, plus five bonus hacks and even a handy worksheet. The longer your gift list, the more helpful this could be.
12/15/2020