Latest Posts

Top 4 Social Media Money Scams & How to Spot Them

by Corey Franco on May 20, 2024

Investments, Finance, Lifestyle, Privacy, Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2

And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago.2

They’re becoming more personalized and harder to detect from real opportunities.1

5 Signs You’re Headed for a “Cushy” Retirement

by Corey Franco on Apr 20, 2024

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

Retirement nearing? Do these 5 things first.

by Corey Franco on Mar 20, 2024

Retirement, Family, Savings, Lifestyle, Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

by Corey Franco on Feb 20, 2024

Investments, Finance, Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1

That sounds simple.

Yet it doesn’t happen as much as it should in the real world.1, 2

That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it.2

Instead, we could be letting some tricky biases get in our way.2

Investors & the Markets: What to Watch Out for in an Election Year

by Corey Franco on Jan 20, 2024

Investments, Finance, Lifestyle, Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

by Corey Franco on Aug 20, 2023

Investments, Finance, Lifestyle, Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.