Latest Posts

The Seven Deadly Sins of Personal Finances

by Jared White on Feb 2, 2019

Much is written on the “biggest financial mistakes” that people make with helpful tips for avoiding them. We’re used to seeing many common examples of how people can get themselves in trouble through certain activities, such as charging up credit cards, making minimum interest payments, buying cars new rather than used, not shopping auto insurance plans, etc.

Why Bear Markets Shouldn’t Matter for Baby Boomers or any Investors

by Jared White on Feb 1, 2019

The ubiquity of the financial media has Baby Boomers anxiously pinned to their TVs, computers and investment magazines as the so-called experts prognosticate on the coming bear market.   Unquestionably, the stock market is at another crossroads, and its 30 percent gain last year belies the concerns that most people have over the economy and the uncertainty that continues to blanket th

8 Tips for Paying High Medical Bills

by Jared White on Jan 29, 2019

Next to the IRS, the most formidable and intimidating institutions people will face are the insurance companies and the medical care complex. Both are at the root of increasing medical costs and both are intent on making sure their bottom lines are forever expanding. Never mind that high medical bills are the number one cause of bankruptcies in the U.S.

Finance Financial Missteps

by Jared White on Jan 26, 2019

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well. Even money mistakes that are corrected early enough will have little impact on your wealth going forward.  What you do want to avoid are money mistakes that can be hard to recover from. Here are just a few:

Why Financial Advisors Are Still Important

by Jared White on Jan 25, 2019

With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how you should invest your money.

While robo-advisors can be a good solution for those with limited funds who want to get their feet wet in the investment arena, the problem is the lack of a personal relationship can prove to be detrimental.