Education on Rebalancing Portfolios
As we enter the final quarter of 2023, financial markets remain up and down – yet, far less volatile than in 2022. In...
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Round Up Mentality
I like to hike. Why? Because it stacks many different benefits for me in my personal and professional life. I love to be...
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It’s Official, I’m a Wife!
If you would’ve told me that I could plan a wedding successfully in ~5 months, I would’ve told you no way! However, once...
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Werner Summer Vacation Recap 2023
After back-to-back summers at different North Carolina beaches (Holden Beach and Emerald Isle), we were set to return to...
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Getting Rid of Private Mortgage Insurance (PMI)
When purchasing a home, it’s often necessary to take out a mortgage. In doing so, there are decisions to make regarding...
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Savannah, GA: Take 3!
2022 was a really busy year for Desiree and me. So, we didn’t take (or make) the opportunity to sneak away for a small...
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5 Things to Know About Investing Around Recessions
Depending how closely you follow the headlines and financial news, it feels like we’ve been hearing about a pending...
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Market Insights: A Look Back at the First Half of 2023
The first half of 2023 has been an eventful time for global investment markets, highlighted by economic and geopolitical...
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You're Officially An Adult. Now What?
Trying to build a financial foundation can be scary but also very exciting! While it's not possible to avoid all...
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Selling A Business: Suggestions For Starting The Process
It’s not every day one sells a business. The vast majority of Americans will never have the opportunity to sell a...
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Building Your Credit Score
You’ve been saving, trying to be responsible with your credit card and you’re about to take a big step: beginning your...
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Paying Off Student Loan Debt
Congrats on furthering your education as it’s a big accomplishment and one you should be proud of! One potential...
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