Financial Planning, Millennials

What You Need To Know About Target Date Funds

Target date funds are pretty popular these days. You may have seen them in your 401(K) investment options lineup with names like Retire 2050 or Target 2050.  Target Date Funds are made to simplify things for you. They essentially let you choose one fund that is a blend of several funds. Bonds, big companies, small companies, international companies, etc. will all…

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Big Picture, Financial Planning, Millennials

The Most Dangerous Phrases In Personal Finance

When it comes to your finances, you might be your worst enemy. Constantly making poor choices and coming up with justifications for each decision is a formula for disaster.  Most people convince themselves that what they are doing is okay. Here are some of the most dangerous phrases people tell themselves that lead to poor financial decisions that you should…

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Big Picture, Financial Planning, Millennials

6 Stories of Mistakes People Made Before They Started Working With A Financial Planner

Mistakes can be so costly when it comes to your personal finances. The problem is that most are not intentional, they come from a lack of information or from bad information in general. In this blog post, we are going to look at 5 real life examples of mistakes people were making before they became our client. The interesting part…

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