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Articles

Diverse colors of candy.
Jennifer Sheffler | Sep 15, 2021

Why Diversifying Your Portfolio is Important

Investments
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also
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Woman in a suit holding a piece of paper. She is in an office setting.
Jennifer Sheffler | Sep 1, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Jennifer Sheffler | Aug 25, 2021

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

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Finance
Jennifer Sheffler | Aug 18, 2021

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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Savings
Jennifer Sheffler | Aug 11, 2021

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Stock
Jennifer Sheffler | Aug 4, 2021

Why Do People Invest in Stocks?

Investments

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the

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Finding the Right Financial Advisor
Jennifer Sheffler | Jul 28, 2021

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

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Group of young professionals in a meeting. They are in a casual office setting
Jennifer Sheffler | Jul 21, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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stock
Jennifer Sheffler | Jul 14, 2021

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Jennifer Sheffler | Jul 7, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Stock Writing
Jennifer Sheffler | Jun 30, 2021

Why Financial Literacy is Important

Education
Finance
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
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Mother and daughter cooking and laughing
Jennifer Sheffler | Jun 23, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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