The 4 Signs Your Financial Advisor May Not Be Worth the Money

Posted by Byron Ellis on July 3, 2018

Your financial advisor has an alphabet soup after his name. Decades of experience. Awards and recognition. And the corner office. It’s easy to understand why you think you should trust your advisor. Clearly he or she possesses knowledge and experience. And yet… You’ve got lingering doubts. Does he really understand me? Is she truly looking out for my best interests? Am I getting my money’s worth? Frustrating, huh? Here’s the problem: it’s not your fault. You followed all the rules in choosing and hiring your…
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How to Plan Your Best Summer Staycation Ever

Posted by Byron Ellis on July 2, 2018

When an out-of-town escape isn’t in your budget, a staycation can provide the R&R you require. The place you live has plenty going on if you know where to look. Start planning your summer staycation today with these tips on how to do a lot while spending very little. Read More

5 Simple Ways Parents Empower Their Children to Be Smart Stewards of Money

Posted by Byron Ellis on June 28, 2018

Did you hear the great news…
The news about the government’s new initiative to teach our children financial literacy?
Yeah, me neither.
Some of us are old enough to remember when our schools offered practical classes to accompany academic studies. Subjects like Home Ec, Shop, and others recognized that not every student was college material…
And also that there was more to life than just academic knowledge.
Those kinds of classes are mostly extinct. The focus is much more on college prep. But the need for financial literacy—more important now than ever—has never been a priority in our schools.
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The 8 Documents You and Your Parents Need Now

Posted by Byron Ellis on June 21, 2018

My guess is neither you nor your parents have all of the documents in place that you need to help you with some pretty important life and financial decisions that may arise in the future. Don’t fall into the trap of thinking you will take care of things when you have the time; make sure you take action on these items in the next week. What are the 8 things you need to have in place? Read More