November 26, 2020

Pass The Turkey, Comrade: What Thanksgiving Can Teach Us About Today’s Socialist Trend

Friends, it is a very special day in our nation’s history. This is a time to reflect on how blessed we are, as individuals, and as a nation. For many of us, this day will be filled with good food, football, and family traditions. However, as I said before, this is a time for reflection. Despite the obvious liberties and prosperities that have been afforded to us through our free-market economy, there has been a rapidly growing movement to make the United States a socialist state. As a result, I wanted to take this opportunity to discuss what the first Thanksgiving can teach us about socialism.
March 19, 2019

6 of the Most Popular Investment Options for College Savings

If you’re ready to start saving for your children’s higher education expenses, then you may be wondering where you should put your money in order to receive the best benefit. Thankfully, you have a myriad of investment options for college savings. Let’s look at the most popular.
October 29, 2017

Millennials: The Wealthiest Generation Yet?

Millennials typically get a bad rap. Ask any baby boomer and you will likely hear how this generation is lazy with no vision. I actually had that very conversation recently with a client that is in his late 70s and very much a traditionalist. While some millennials may fit that bill, I’m finding quite the opposite to be true. The millennials I work with are actually very driven. They’re asking all the right questions to garner as much knowledge as they can about financial issues in a way their parents just never did.
October 27, 2017

Mortgage Debt: Pay It Off or Invest? Which Should I Do?

The thought of being debt-free sounds like a dream come true for most of us. Many folks are wrapped up in credit card debt, car payments, mortgage payments, etc. However, there’s one debt in which freeing yourself from could do more harm than good, from a mathematical standpoint. That is your mortgage debt. Honestly, it’s often not a good idea to pay it off or even pay extra on it before age 50.
October 4, 2017

How Should I Pay for a New Car?

With car sales hitting record highs, a common question I seem to keep answering is, “Justin, how should I pay for a new car?” While meeting with a client recently, he asked this very question. He actually had a few options he was looking at utilizing for the purchase and wanted my take on what I felt would work best. So with so many others asking as well, I decided to analyze each of the methods he considered. Perhaps a few of them are options you are exploring as well.
September 13, 2017

12 Wedding Cost-Cutting Ideas from a Certified Financial Advisor

Move over summer; there’s a new wedding guest in town. According to a recent survey, wedding bells are now ringing more in the fall than in the summer. September and October come in tops for most weddings. I can certainly vouch for the vivid array of colors and cool temps that the Smoky Mountains offer as an ideal wedding backdrop during this time. While the autumn equinox lends a picturesque setting, it may not be any kinder to your wallet than a summer wedding. Nevertheless, there are ways to actually have the wedding of your dreams on a budget in both summer or fall or any time of year. Here is my list, as a CERTIFIED FINANCIAL PLANNER™ professional, of wedding budget tips to keep your expenses under control.
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