By Dave Coen If you have seen or heard any news in the past two days, you are well aware of the market sell-off going on. Often, when headlines declare market losses, emotions run high and it’s hard to keep perspective. Concern is definitely warranted, but I want to give you some ways to keep a level head when market fluctuations, like the ones this week, get … [Read more...]

By Dave Coen When it comes to the financial world, things can get complicated very quickly. If you Google “investment principles,” you are going to get an exorbitant amount of advice, some of it even contradictory. So how can you tap into the secret of investing with the overload of information out there? How do you invest in a way that will help you build … [Read more...]

By Dave Coen You may think Roth IRAs are only for working adults who have retirement on the brain. But think again! Roth IRAs are the unsung heroes of the investing world—and they’re an excellent savings vehicle for kids. Want to know more? Here are 4 reasons why you should consider opening a Roth IRA for your child.  1. They Can Withdraw Contributions At Any … [Read more...]

By Dave Coen There are many confusing aspects of retirement, like how and when to claim Social Security, figuring out what accounts to withdraw from first, and most definitely which Medicare plan is right for you. It doesn’t help that Medicare likes to change things on us from time to time. So, before you make any Medicare decisions this year, here’s a rundown … [Read more...]

By Dave Coen It’s not only the start of a new year, but a new decade! That probably means you’re feeling more motivated than ever to make some positive changes and set healthy habits for your life. But whether you want to decrease your screen time, save more money, or start a new exercise routine, it’s not going to happen unless you make a plan. Your good … [Read more...]

By Dave Coen Pick up almost any parenting book and you’ll see plenty of valuable advice, everything from reading to your child, teaching them kindness and generosity, and building resilience and courage. But one thing most parenting books don’t cover? Money. That’s unfortunate because your child’s level of financial literacy could make or break their success … [Read more...]

By Dave Coen Most people understand the importance of estate planning, but unfortunately, many don’t take the time to actually do it. Today I’m going to show you the benefits of setting up a will and a trust, and why it’s essential to get your affairs in order as soon as possible. After all, the last thing you want is to spend your life building wealth … [Read more...]

By Dave Coen For those families who have seniors applying for college, and those with students in college, the Free Application for Federal Student Aid (FAFSA) is a form most families dread filling out every year. It’s notorious for being time-consuming and tedious. But it may not be as scary as you think as long as you avoid these 5 common FAFSA … [Read more...]

By Dave Coen Are the media headlines giving you financial whiplash? It seems like one day the sky is falling and the next it’s a utopia. It’s enough to give anyone a major migraine.  How do you stay calm during all the back-and-forth? You’re in luck, because that’s exactly what we’ll talk about today. Here are 5 simple ways to remain calm when the media … [Read more...]

By Dave Coen When people hear phrases like employee stock options and vesting schedules, they may scratch their heads in confusion and move on. If you’re one of the lucky ones who receive stock options as part of your employee benefits plan, don’t be like the 48% of people who have avoided taking action for fear of making a mistake. (1) The decisions (or … [Read more...]