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Turning Goals into Themes

September 27, 2019 csmith Leave a comment

How do you feel when someone asks you, “what are your goals?” I know I’ve always hated it! Always! Most…

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Market Update 8/14/19

August 14, 2019 csmith Leave a comment

  What’s going on with this market!? The last week and a half have been wild. Let’s recap and talk…

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What’s Missing from Most Financial Advice.

July 29, 2019 csmith Leave a comment

What is it that most financial advisors miss when working with clients? Is it health care costs? Is it choosing…

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5 Budget Friendly Date Ideas

February 14, 2019 csmith Leave a comment

5 Budget Friendly Date Ideas It’s Valentine’s day and you want to spend some quality time with the person you…

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December 10, 2018 csmith Leave a comment

Market update The market has been crazy volatile over the last week, if you haven’t noticed. We closed positive today,…

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When to Talk to an Advisor

August 13, 2018 csmith Leave a comment

What’s the right amount of money to have saved for it to make sense to talk to a professional financial…

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Rebranding the Budget

June 20, 2018 csmith Leave a comment

What do you think of when you hear the word “budget”? Most probably think about restricting your spending. It carries…

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Tackling Student Loans

February 9, 2018 csmith 3 Comments

One of the biggest drags on the economy is the crippling amount of student debt younger generations are carrying. It’s…

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What to do with Your Tax Refund

January 19, 2018 csmith Leave a comment

We are quickly approaching that special time of year again. What time is that you ask? Tax time of course!…

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What is Bitcoin?

December 6, 2017 csmith Leave a comment

It’s all over the news. Everyone is talking about Bitcoin. What is it? Where does it come from? Why is…

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