Latest Posts

How to Create and Maintain a Budget

by Jared White on Nov 1, 2018

Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help keep spending under control, bolster your savings account, adequately plan for retirement, and keep debt at a manageable level. 

Creating the budget is actually the easy part. But how do you create a budget that you’ll actually use? One of the keys is your mindset. Stop looking at a budget as a negative and look at it as the way to reach your financial goals.  

House Buying Tips

by Jared White on Oct 31, 2018

Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire process is as stress-free as possible. 

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

by Jared White on Oct 27, 2018

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.

Different Types of Mortgages

by Jared White on Oct 23, 2018

If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding a mortgage that suits your current financial needs can be challenging, but understanding the various types of mortgages available and their requirements can make the process less challenging.  Here are the most common types of mortgages, along with any specific requirements for each.