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Tuesday, August 4, 2026

With the start of the new school year quickly approaching, now is a good reminder that the year will come and go before we know it. College costs are rising with inflation every year that ticks by, so the earlier you start planning,...

Monday, July 6, 2026

So many amazing things have happened over the past couple of months and we are excited to share; #1 We are officially an SEC Registered Investment Adviser! #2 Meet our amazing interns from the #UniversityofArizona Eller College, Chloe...

Wednesday, July 1, 2026

Summer Financial Check-up With the first half of the year behind us and summer in full swing, I find this time of year to be a great opportunity to do a mid-year check-in with my finances. Most of us spend more time in our house during...

Tuesday, May 19, 2026

Last year I officially became debt free, so now I can focus on building wealth. Currently, I am contributing up to the match in our company 401k in the Roth to fill my tax-free bucket in retirement. Outside of work, I am building up my...

Tuesday, May 19, 2026

In a world full of TikTok, YouTube, Instragram, X and other social channels trying to sell us a dream of becoming wealthy, or their version of success they have met with very little effort, I would like to share a tried-and-true recipe...

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Monday, January 5, 2026

Happy New Year! There are 365 brand new days in this year which means a clean slate to start 2026! What would you like to accomplish with this shiny new year? Paying off debt? Saving more for emergencies? Planning a bucket list...