Financial Wellness

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Personal Finance Shouldn’t Be Complicated

There are thousands of books, podcasts, websites, and numerous other resources out there sharing advice on personal finance.  While everyone tries to put their unique spin on things, the reality is that success in personal finance comes down to several key concepts that are extremely simple. Personal finance shouldn’t be complicated. And if you can stay focused on the few …

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Diversification in Investing: What it is And Why You Should Be Doing it

If you’ve been involved in or near conversation about investments, you’ve probably heard the word “diversification.”  This term gets thrown around a lot, and it’s an important one to understand if you are an investor, or thinking about becoming one.  A diversified portfolio is a happy one, so read on to understand how, through diversification in investing, you can create a …

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Roth IRA: A Love Story

Investing is hard.  This is especially true for Millennials who are more concerned with paying the bills and starting a family than saving for retirement that’s still 20-40 years away. It can be confusing to try and determine which types of investment vehicles you need, how many, and how much money you should be contributing to each. Believe it or …

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5 Easy Ways to Spend Less Money on Groceries

In these trying times, where so many are focusing on savings amidst job loss and economic uncertainty, it’s a perfect opportunity to reassess and implement changes to save money on some of the more significant household expenditures. For the majority of people, the three most substantial expenses are housing, transportation, and food.  Food tends to be the low-hanging fruit of …

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