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Understanding the American Rescue Plan Act of 2021

June 30, 2021

In this article we will explain some of the key provisions contained in the act and how they may affect your finances.

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Disability insurance: The forgotten safety net

Alex Kim, CFP®, MBA, CPA

May 17, 2021

Disability insurance is a safety net that can provide you peace of mind and a financial cushion.

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Electronic Tools for Managing Your Finances

September 01, 2020

As we adjust to the new normal amid the COVID-19 pandemic, many of us are seeking easy and efficient ways to practice

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Married or single, knowing how to save, invest and plan for the future is essential

Alina Parizianu, MBA, CFP ®, BFA

December 01, 2019

Women have come a long way in closing the gender gap that has, for generations, placed them at an economic disadvantage.

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Using Technology to Manage Your Finances

March 01, 2019

In today’s fast paced world, we use technology in almost every area of our lives. So, it makes sense to use technology

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