Insightful Reads & Newsworthy Updates

I had the privilege of being interviewed by Taylor Pollock of WBRC FOX6 News, where I shared valuable insights on effective strategies to kickstart your investment journey.

When the topic of finance is brought up, it's common to focus on conventional subjects such as budgeting, investing, and handling debt. Although these are crucial, there are also numerous unconventional elements of financial knowledge that are worth exploring.

Tax planning is not the same thing as tax preparation. However, it is an essential part of smart financial management. Explore legal strategies to minimize your tax liabilities and maximize your savings. Are you consulting with a financial advisor with expertise in tax strategy to ensure you are taking advantage of all available deductions and credits? 📊💡

Wedding season is in full swing! And while couples should be focusing on love and romance, they also need to keep their finances in sync. When couples are coming together and deciding to share a life together, it is really important to have financial discussions in advance and set a healthy foundation for their future.

Wedding season is in full swing! And while couples should be focusing on love and romance, they also need to keep their finances in sync. It's not just about you anymore. You're combining your life with somebody else's, and so the financial decisions that you make could impact both partners. Therefore, understanding and aligning those elements can really help avoid future conflicts and misunderstandings.

Are you about to embark on a beautiful journey of love and commitment? Congratulations! Before you say "I do," it's crucial to understand the significance of financial planning in building a solid foundation for your shared future. In this video, we delve deep into the importance of financial planning before tying the knot, offering expert advice and practical tips to help you navigate this crucial aspect of your relationship.

Graduating from college and starting your first job is one of the most exciting times in your life, especially when you get that first real paycheck. But not so fast. "Once you know what your salary is going to be and you identify what your take-home pay is, that’s the time to really establish a budget. Watch the full video for more tips!

Join me as I discussed why markets react positively to the debt ceiling resolution. I was interviewed by Nicole Petallides of @TDAmeritradeNetwork at the @NYSEofficial.

Join Tammy Trenta, CEO and founder of Family Financial, as she explains why college graduates are leaving coastal cities.