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Looking for fresh perspectives on financial planning? Our blog is your trusted resource for insights, tips, and strategies to help you navigate your financial journey. From retirement planning to smart investing, we break down complex topics into actionable advice.

Retirement plans offered through your job come in all shapes and sizes. Understanding the details can almost feel like learning a foreign language. With all the IRS codes and lingo, the world of employer sponsored ret…
Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes millennials make with money? Not having a budget Despite all the …
By Mack Bekeza, CFP® One of the most significant rights someone has in the United States is the ability to pursue happiness and can bear almost any “how” in terms of getting there. With that said, many people value be…
By Mack Bekeza, CFP® With millions of small business owners in the United States, one of the most significant problems they face is how do they plan for retirement for themselves and their families while growing and m…
By Mack Bekeza, CFP® A question I have been asked about lately is, how does a credit score work? If you are someone who is currently in debt or is considering opening a line of credit, you might want to read this! Why…
By Mack Bekeza, CFP® Did you know that 1 out of 10 Americans have something called Unclaimed Property? Did you also know that, according to the National Association of Unclaimed Property Administrators, approximately …
If there’s one thing that’s absolutely essential to having a happy marriage or relationship, it’s communication. What we seem to forget, is that the rules are just the same for communicating about your daily experienc…
So, what’s the verdict? Should you have joint accounts, separate accounts, or something in between? Studies show that couples with joint finances are more likely to stay together in the long run. We think this has ver…
Let’s chat for a minute about setting boundaries. While sometimes it’s nice to think that we will always do everything together with our partner, it’s nice to also keep some of our independence and set up some guideli…
One of the questions I get consistently from clients is: how do I get my spouse on board with keeping a budget? Followed by, oh and how do I get them to stick to it?  The answer is simple. We want to look beyond just …
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