Comparing Watermelons to Watermelons

If you were offered two special offers to balance transfer your higher rate credit cards and loans with other lenders to one credit card for 18 months, would you take it?  If so, which would you choose?

Yes or No to a Balance Transfer

Typically in life, a circumstance can have a “pro” and a “con”. So say your circumstance is that you have overwhelming debt from higher rate credit cards and loans. What do you do?

Buying vs Renting

Both renting a place and buying a home come with their own sets of pros and cons. Which one is a better deal? Ultimately, it will come down to your financial situation. Take a look at these renting and buying advantages and disadvantages to help you make the decision.

The White Glove Approach

How often have you called your financial institution, or even doctor's office and received unfriendly service? When considering switching financial institutions, looking for the “white glove approach” in terms of customer service can not only save you a headache, but also time.

The Ideal Retirement Age

At what age do you plan to retire?  Before 60?  At 65?  When you are 70 or older?  Never?  Retirement at age 65 is no longer the goal for most working Americans. 

"To thine own self be true"

Self-knowledge is certainly one of the best tools you can have when working with your wealth manager to build a portfolio that works for you; and it can keep you from acting impulsively in a way that damages your long-term returns.

Bank vs Credit Union: Doing Your Homework

It’s important to do your homework when choosing a financial institution to care for your hard earned money. There has been an ongoing battle between banks and credit unions that has lasted throughout the decades about which the better choice. 

Teach Your Children Financial Independence

Are your kids on the right track to financial independence? Achieving economic prosperity is difficult, and it's especially hard for young people who've never learned how to manage money.

Making the Switch

Even if you take great care of your car, high-priced repairs become unavoidable as you put more and more mileage on your car each year. Should you keep repairing your car, or start looking at switching and purchasing a new one? Ask yourself these five questions before making your decision.

Monkey See, Monkey Do: Teach Them to be Wild About Saving

We’d be “lion” if we said saving was easy. Teach children how to save for their goals and they’ll have one of the most difficult aspects of finance under their belt by the time they're teens—being consistent savers.