NFT: Investment Of The Future

NFT’s are erupting in the digital world with popularity, and it’s only in its infancy stages. Non-Fungible Token (NFT) is being welcomed in the form of a digital solution to collectibles that are similar to the ways in which Bitcoin was promoted as the digital solution to currency. Any digital asset that demonstrates real-world aspects […]

4 Easy Tips for Balancing a Holiday Budget

The holiday season is swiftly approaching. With the rise of the Omicron variant, impending lockdowns, and global supply chain issues- who’s to say what’s next! The pressure to get all your holiday shopping done while maintaining a budget is on! Yet one thing is always for certain, the holiday season is synonymous with spending. If […]

How To Get Started with ESG

According to a statistic on CNBC “about one-third of millennials often or exclusively use investments that take ESG factors into account.” There is a fast growing interest around ESG (Environmental, Social, and Governance), especially among millennials, who are driving ESG as a priority for organizations. Though, interest in ESG isn’t limited to socially conscious millennials. Many firms […]

Best Way to Get Into Investing to Beginners

Are you interested in delving into the world of investing but simply have no clue where to start? New investors are enticed by the concept of investing and everything it entails. According to Investopedia, “Investing is the act of allocating resources, usually money, with the expectation of generating profit.” With the boom of gamification trading […]

SPARK Forum 2021

We are both excited and honored to announce that our very own founder and board member, Joe Saari, will be speaking at the annual SPARK Forum 2021. The SPARK Forum is highly touted as a leading advocacy organization in the retirement plan industry. This annual leading conference is a unique opportunity, and free to attend […]

Why is financial literacy important to FAFSA?

The application for FAFSA (Free Application for Federal Student Aid) is officially accessible on October 1st for the 2022-2023 academic year. FAFSA is a form that current and prospective students use to determine their eligibility for financial aid. 18 million students file for FAFSA annually. Federal aid is disbursed in two forms: federal student loans […]

Financial Literacy: Understanding Cryptocurrency

Cryptocurrency is dominating the world of finance. It’s a tech-savvy way to invest that invites users to become experts. Different forms of cryptocurrencies are gaining plenty of traction in mainstream popularity. For unfamiliar users, it can be an off-putting and overly technical concept.  In simplified terms, cryptocurrency is essentially a decentralized digital currency in which […]

5 Tips for Setting a Holiday Budget

It’s the “season for giving,” so spending money and sharing with others seems fitting, right? So then why do the holidays represent such a stressful time? This stress can often occur when you don’t have a financial plan or budget in place. Here are 5 tips we’ve crafted to help you stick to your holiday […]

Term Life Insurance

When planning for the unplanned the main goal is to provide financial support for your beneficiaries. All types of life insurance policies have premiums. Based on multiple factors, such as life expectancy, will specify the type and amount of life insurance coverage you chose. Term life insurance is a life insurance policy providing coverage at […]