Finance Basics

4 Things You Should Think About To Get Financially Fit

When you’re trying to get physically fit, you’re usually working on diet, body fat, stamina, and strength. To be in good shape, you’ve got to have a balance of all four. Getting financially fit is the same way: Your diet is like your spending habits This one’s all about discipline. And it’s important because approximately […]

Finance Basics

Our Resolution is Helping You Keep Your Resolution

Cheers to the New Year! And the new you. It’s one thing to make a resolution, but it’s another thing to actually keep it, right? We’re obsessed with doing right by our customers, so we’ve made it our New Year’s Resolution to help you keep yours. We’ve cooked up some foolproof ways to help keep you […]

Finance Basics

Get Physically Fit and Financially Jacked

Who knew that your squats record, or your daily burpees, could tell you something about your financial fitness? Actually, the two are a lot more related than you’d think—70% say that financial health has a positive impact on their physical health. But it turns out, the two aren’t just connected—the process of getting financially fit […]

Finance Basics

Have Fun with Finances: Level-Up Your Finances Using Gamification

Do you like to feel like a winner? Do you enjoy that moment when you come to realize your own awesomeness? It’s when you can’t help but throw your arms up over your head and bask in your own glorious achievement. It’s a pretty amazing, universal feeling – but we don’t have a word for […]

Finance Basics

4 Questions to Ask Yourself Before Buying from Companies that Donate to Charity

It’s becoming more and more popular for companies to offer products that include a charitable contribution with each purchase. When you can get your caffeine fix and donate to a great cause simultaneously – why wouldn’t you? Choosing to purchase a charity-affiliated product can be an easy way to give back in your everyday life. […]

Finance Basics

Advice for Those Looking to Start a Side Business

Who is going to turn down happiness or money? Nobody we know. When approached the right way, a side business can be both financially and personally rewarding. The key to success is striking the right balance: between your “side” activity and your day job, between your extra income and tax guidelines, and ultimately, between taking […]

Finance Basics

How to Beat Loneliness and the Importance of Social Interaction

Exercising, eating healthy and avoiding stress are some of the key prescriptions to living a long, healthy life. Researchers at Brigham Young University also recommend plenty of social interaction to stay physically and mentally fit.  According to the recent study published in the journal of Perspective on Psychological Science, loneliness can be just as dangerous […]

Finance Basics

FINRA BrokerCheck: Defend Against Investment Fraud and Abuse

Consumers frequently rely on online reviews to help them make decisions about where to spend their money. Homeowners have Angie’s List to research a variety of home-improvement professionals; vacationers can check hotel ratings, pictures and pricing on TripAdvisor; and Consumer Reports provides reviews and ratings on a variety of consumer products. The Financial Industry Regulatory […]

Finance Basics

Smart Exercise and Aging: How Exercise Improves Cognitive Function

Growing up is not the same as growing old; a thought that Peter Pan struggled to grasp, while Wendy Darling proved to be true. The former is a choice and latter is simply inevitable. Unfortunately, since we’re not movie characters, we’re forced to face this truth daily. Growing old means aging, a continuous process that […]

Finance Basics

Updating Financial Advisor Standards

Is your financial professional putting your needs first? In the financial services industry, there’s no shortage of people calling themselves financial advisors. Unfortunately, anyone can call themselves a financial advisor, which can be highly misleading and confusing. According to AARP, there are more than 400,000 people in the U.S. that call themselves financial advisors – […]