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Leave These Financial Habits in 2019

A new decade is around the corner and many people are leaving their bad habits in the past. The number one thing Americans want for 2020? Financial freedom. Most people have debt nowadays. The amount can differ drastically, but many Americans hold consumer debt,...

Use Your Bonus Wisely

    It’s that time of year again where you spend a lot, but you hopefully receive a lot in return! Many employers give holiday or year-end bonuses as thank you for the hard work and dedication to the company throughout the year. Some people splurge while...

2020 Taxes: Reduce Your Tax Bill Now

    Many people are splurging this holiday season, but amid buying gifts and big purchases, have you thought about ways to reduce next year’s tax bill? With the 2020 tax season just around the corner, now is the time for any last-minute tax preparations....

 Featured Videos

Sustainable Investing

Sustainable Investing

Sustainable Investing  You’ve probably heard of sustainable living, but now it's time to consider sustainable investing! Being a sustainable investor is something that may be of interest to you, and there are plenty of reasons why you may want to become one. Check out...

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 -...