How Did We Save a Client $6,000 on Their New Jeep?

People just love going to the dealership and negotiating for cars! Can you sense the sarcasm in that previous sentence? Negotiating for a car is like going to the dentist – its a necessary yet sometimes unpleasant experience. To ease the stress, we frequently purchase cars for clients and really blow them away with the […]

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Retirement Planning

The first webpage went live in 1991 – today, you can hold all of the internet in the palm of your hand. Cars have been around for 130 years, but today you have electric cars that practically drive themselves. With all of these drastic changes in technology, how are all the questions about retirement still […]

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Family Matters

Marriage, kids and buying a house, we help make that reality picture perfect. When people think of marriage, they think about basic financial aspects like how each spends money and budgets. Most don’t stop to think about all of the financial aspects that affect newlyweds. Does one spouse have a spotty credit history? What about […]

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College Savings

It’s never too early to start financial planning for your child’s future. If you have or are planning on having children, there are 4 main categories people fall into when it comes to college education funding. I need to save a little bit every month for these next years so that my child has college […]

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Business Owners and Business Specifics

Let’s get down to business: Want to save more money pre-tax? Attract and retain great employees? Ensure other companies’ benefit packages don’t poach your workforce? What about healthcare coverage for your group? Is it better than individual coverage? Will it provide more loyalty from your current employees? Are there tax advantages to providing it? Is […]

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