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Blog

familyfinance
Isaac Sullivan | Jun 22, 2022

5 Things to Teach Your Kids About Finances

Education
Family
Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

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Retirement
Isaac Sullivan | Jun 21, 2022

Social Security History and Benefits

Retirement
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of
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Investment
Isaac Sullivan | Jun 20, 2022

Getting Started in the Stock Market

Investments
Retirement
Savings
Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock
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beach retirement
Isaac Sullivan | Jun 19, 2022

Start Saving for Retirement Today

Retirement

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social

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Cards-wallet
Isaac Sullivan | Jun 18, 2022

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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Investing
Isaac Sullivan | Jun 17, 2022

How to Start Investing

Investments
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?
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Avoiding Retirement Woes
Isaac Sullivan | Jun 16, 2022

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Diverse colors of candy.
Isaac Sullivan | Jun 15, 2022

Why Diversifying Your Portfolio is Important

Investments
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also
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Finance
Isaac Sullivan | Jun 14, 2022

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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Savings
Isaac Sullivan | Jun 13, 2022

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Stock Writing
Isaac Sullivan | Jun 12, 2022

Why Financial Literacy is Important

Education
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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man pointing at document with pen
Isaac Sullivan | Jun 11, 2022

How can a Financial Advisor Assist me with Lowering Tax Liability?

Tax Planning

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

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