fbpx

Filter By Category

Lifestyle

Budgeting Basics

“Living within your means” might be a bit of a cliché, but for good reason. Whatever your “means” are, if you don’t live within them, there is almost no chance you’ll be financially successful. Most people agree, but how do they ensure they actually accomplish it?   That’s where budgeting comes in. It’s an important […]

Disproving Dave Ramsey

Over the last few weeks, an interesting conversation has spread through the WealthPoint offices. As financial professionals we have a pretty good understanding of the universe of advice and other notable personalities operating in the Personal Finance space. One particular character’s wide audience and unusual tactics piqued our curiosity: Dave Ramsey and his Total Money […]

Sticking to New Year’s Resolutions

Late last year a study was released from Strava (a social network to primarily track cycling and running), stated that most people have given up on their New Year’s resolutions by January 12th. It seems that we don’t have a problem setting goals but sticking to them. If you are one of the ever-hopeful individuals […]

Financial Priorities Other than Investing

It’s easy to get caught up in investment decisions. How much should I be saving? How is the market affecting me? What funds am I invested in? Does my allocation still make sense? It can be confusing and stressful, and it comes as no surprise that many of the questions we get are investment-related. And […]

Baby Has Arrived…Now What?

In 2017, the U.S. Census stated that a new baby was born in the United States every eight seconds. I’m not sure what the numbers will look like for 2018, but my family is now part of the statistics! We welcomed a baby boy into our family last month. A new dependent brings immense responsibilities, […]
PreviousNext