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Pros and Cons of 401(k) Loans

  Lately, the 401(k) has been getting a ton of fame—and rightfully so. This tool can help save thousands for retirement—something many Americans need help with as 6 in 10 are behind on savings.1 This account is meant to fund your retirement and has strict rules...

5 Easy Ways to Prepare for the Next Recession

  Whether you like it or not, a bear market is coming. There’s nothing to fear, this cycle is inevitable. With some preparation, your portfolio should tough through it. But what if we hit a recession? Remember the Great Recession of 2008? Many were unprepared for...

What to Do with an Inheritance

   Congratulations! You received an inheritance. If your first instinct is to spend—don’t! You’ll need a plan if you want to use it wisely. After the I-just-got-a-ton-of-money craze settles, let the inheritance sit for a while longer. Hold back from random and...

 Featured Videos

Financial Independence Day

Financial Independence Day

Financial Independence Day   If America can have all-around freedom, why can’t you have financial freedom? Financial freedom can be defined in many ways, but today we’re talking about how to get there. Schedule a free financial strategy session -...

Economic Update May 2019

Economic Update May 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in Mayl. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

Economic Update April 2019

Economic Update April 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in April. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

Bored To Death: Why Retirement May Not Work For You!

Bored To Death: Why Retirement May Not Work For You!

Bored To Death: Why Retirement May Not Work For You!   The face of retirement has been changing. Today's retirement lifestyle may include traveling the world, going back to work, or volunteering! Finding Your Bliss After Retiring -...