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Content Library

affection-brunette-dog
Michael Jolie | Feb 3, 2022

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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living-room
Michael Jolie | Jan 27, 2022

Finance Home Costs

Finance
Property
Real Estate

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home

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young-professional
Michael Jolie | Jan 20, 2022

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel

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woman-finance
Michael Jolie | Jan 13, 2022

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Michael Jolie | Jan 6, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Cards-wallet
Michael Jolie | Dec 30, 2021

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Img
Michael Jolie | Dec 23, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Finance
Michael Jolie | Dec 16, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
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Paying off Student Loans
Michael Jolie | Dec 9, 2021

Paying off Student Loans

Finance
Education
College

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

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image
Michael Jolie | Dec 2, 2021

Why Financial Literacy is Important

Finance

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions

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Stock
Michael Jolie | Nov 25, 2021

Keeping your Personal Finances in Shape

Finance

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a

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Stock
Michael Jolie | Nov 18, 2021

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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