Four Investment Myths Revealed
Investment Myth: The Secret to Being a Great Investor is Intelligence & Hard Work Wall Street, the media and Hollywood have done a masterful job convincing young professionals and investors...
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Jumpstart Your Finances as a Young Professional in 2017
According to a 2014 Charles Schwab survey, the average American spends more time planning their next vacation and researching their next auto purchase than they do managing their personal finances....
Read moreAn Overview of Trump and the GOP’s Tax Proposals Impact on Young Professionals
Politics aside many young professionals across America are wondering how a Trump presidency will impact their everyday lives, especially when it comes to their finances and more specifically their taxes....
Read moreHow Much Life Insurance Do I Need as a Young Professional?
One of the most common questions we hear from the young professionals we work with is “how much life insurance do I need as a young professional?” This question and...
Read moreFinancial Advice Options for Young Professionals – Brokers
In the third of our four part series examining the various financial advice options for young professionals we look at the broker channel. Years ago, brokers were people that only...
Read moreBehind the Scenes of Lifewise – Meet Matt Cosgriff
We recently had the opportunity to sit down with Financial Advisor and intrapreneur, Matt Cosgriff, and discuss music, financial advice and what inspired him to spend a ton of energy...
Read moreTop Four Takeaway from the 2016 XY Planning Network Conference
I was honored to speak at the recent XY Planning Network Conference in San Diego, California. And, I thought I’d share my top four takeaways with you fine people of...
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