Category Archives: Blogs

Regaining Momentum to Finish the Year Strong

Regaining Momentum to Finish the Year Strong

Regaining Momentum to Finish the Year Strong By Christy Wright Can you believe there are only three months left in 2019? It feels like just yesterday I was picking up my boys from their last day of school before summer break. Now, suddenly, we’re in the middle of holidays-are-just-around-the-corner craziness! I think the hardest part…MORE

Dave Says: How much emergency fund?

Dave Says: How much emergency fund?

Dear Dave, I know you talk about having an emergency fund of three to six months of expenses set aside. My husband and I are having a difficult time agreeing on exactly how much we should set aside for emergencies. How do you determine the exact amount? Erin   Dear Erin, The exact you amount…MORE

Dave Says: Understand your investments completely

Dave Says: Understand your investments completely

Dear Dave, I’m new to investing, and recently I began putting money into growth stock mutual funds inside a Roth IRA. On my last statement, it said that my investment had grown. Can you explain how it grew? Matt   Dear Matt, In most cases, you’ll have anywhere from 90 to 200 different company’s stocks…MORE

Here’s why you need a will, and how to get one

Here’s why you need a will, and how to get one

Here’s why you need a will, and how to get one By Chris Hogan We all want to do nice things for our loved ones. We go on family trips and celebrate life’s wins together. It’s sometimes difficult for us to consider the bad things that can happen in life, but we still have to…MORE

How to Help Your Kids Plan for College While They’re in High School

How to Help Your Kids Plan for College While They’re in High School

If you’re a parent, here’s something we’re both passionate about: making sure your kids have a great future. I want to help you and your kids get ready for life after high school so they can continue to college (and beyond) with a plan and a purpose! And a huge part of that is paying for school without student loans.MORE

Dave Says: Test his resolve

Dave Says: Test his resolve

Dear Dave, Our son is 27, and he has a good job making $55,000 a year. Recently, we learned he financed an expensive car he’s now upside down on. In addition, he has accumulated over $15,000 in credit card debt. He lives in a small town, and only pays $650 a month in rent, but…MORE

Dave Says: Insurance above and beyond?

Dave Says: Insurance above and beyond?

Dear Dave, When it comes to buying life insurance, should the coverage amount be based solely on current earnings? I have good reason to believe my income is going to increase significantly soon. Wesley Dear Wesley, The purpose of life insurance is to take care of your family if something unexpected happens to you. You don’t want…MORE

Dave Says: Term life insurance, too?

Dave Says: Term life insurance, too?

Dear Dave, My husband and I are wondering if we need term life insurance policies. We both have accidental death and dismemberment coverage provided free of charge through our employers. Do we need additional coverage? Rebecca Dear Rebecca, Yes, you both need to find good level term life insurance immediately! Accidental death and dismemberment policies are nothing…MORE