Financial Planning

Buyer Beware - Financial Products Sold With Bias

One size doesn't fit all when it comes to investing. Don't let fear and greed get in the way of your success.

Planning With Crumbs

Did you get a raise this month? What are you going to do with these extra crumbs? Will you spend them or will you use them to make a feast for the future?

Done Beats Perfect Every Time

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.

Are You Helping or Hurting Your Children When You Support Them Financially?

Being a parent is tough. It is your instinct to love your children unconditionally, support them in whatever they need, and protect them in any way you can. You put them before you. But helping them doesn’t always help them.

Business Coaching

Jim Kennedy, president and founder of Kennedy Financial Services, joins us this week to discuss some important tips for business owners.

Are Your Investment Decisions Destructive?

Many investors make decisions because they think they have enough information when all they really have is nothing but cognitive noise. Don’t let that be you.

The Gift That Gives...In More Ways Than One

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

Consider Family When Selecting Your Estate Fiduciary

In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.

I Don't Budget Because...

You’re not alone-whatever your excuse may be. It’s too time consuming, complicated, not sure how… Unfortunately, a budget is the very foundation for your entire life plan.

The 3 Rules for Simple Investing

Investing…Just the word can be intimidating. There are so many options available when it comes to investing. These 3 tips could possibly help you start growing your future and begin Living Life on Purpose!

Money Doesn't Have to Be Complicated

Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!