The “New” Rules of Debt
In the real world, you uncover an opportunity, and then you compare other opportunities with that. And you only invest in the most attractive opportunities. ...
Financial Planning Articles
How to Weather a Recession
The debate is on. Will we have a recession, soft-landing, rolling recessions, or something else? Regardless, the economy has slowed down and pockets of it ...
Beware of Bad Online Financial Advice
A theme of the blog and Wealthy Behavior podcast lately has been warning you off the dangers of misinformation. Our Chief Investment Officer, Bob Weisse, ...
2022 Fall Financial Check-Up
Something I've noticed after years as a wealth manager is that we get much busier after Labor Day. Summer vacations are over, kids are back ...
Maximize Your Travel Rewards
You use credit cards. You travel. If you have a credit score over 700, are organized, and make your payments on time, you can maximize ...
Personal Liability Protection
Recently a friend's father had a bad motorcycle accident. He'd made it all the way to his street and someone reversed out of their driveway, ...
Should You Pay Off Debt Now?
Rates are low. The prime rate, an interest rate used by lenders to determine the rates they'll charge customers is at 3.25%. It hasn't been ...
6 Things I’m Not Worried About Financially
Don’t get me wrong. There’s a long list of things that keep me up at night researching articles for my Wednesday Reading Lists. We all ...
Should You Sell Your Home?
You've heard the stories. Multiple offers over asking as soon as a house goes on the market. Bidding wars. Cash offers. Contingencies and inspections waved. ...
Breaking Money Silence Across Generations
Last year our team at Heritage Financial launched an important new initiative, HER Heritage. It celebrates the natural tendencies that make women ideal investors and ...
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