Credit vs. Debit use Which To Choose? Do you use a credit card or a debit card? Both? Why? I’m interested to hear from you. I think that using a…
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What do you think a financial advisor should be? What do you want from your financial advisor? If you don’t have one, what would you want from your advisor? I…
Investing is about the long-term. Rome wasn’t built in a day and your investment portfolio will not be either. Successful investing requires a diversified portfolio and consistent contributions. You’re much…
Finding Time For Yourself. Just as you need to find balance between spending and saving, you need to find balance between working and time for yourself. Although saving for retirement…
Getting Started Establishing Budget How to get started with a financial plan: Create a budget! Creating a budget and tracking your expenses is the first thing you should do to…
It is important to build credit, so having a credit card is a good thing. In order to buy a car, home, etc. you must have credit. The easiest way…
Must go through our Intro retirement rant podcast. In the first episode Jason and Chad Kolinsky take you way back where it all started. We touch on our roots and…
Credit can either help or hurt you and it is important to properly manage your credit. You have to use a credit card to build credit, but it is important…
Plan review is not all about investments! An important part of the annual plan review is fiduciary education, not just investment performance! KWM has 19 different fiduciary education modules to…
Do you know the difference between a fiduciary and a broker? A fiduciary must by law act in your best interest, however not all financial advisors act as a fiduciary….
