Our Blog

Helping you to reframe your financial decisions with foundational know-how.

Retirement
Gabriel Katzner

What You Should Know About an IRAs

Are you ready to start putting money aside for your future? An Individual Retirement Account (IRA) is one of the best ways to invest your money and watch it grow.

Coin on wooden table
Retirement
Gabriel Katzner

Should you Rollover your 401(k)?

How many jobs have you had since you turned 18? If you’re like most Americans, you have had at least a handful. In fact, the average is around 11. At

business man sitting by table in cafe
Stock Market
Gabriel Katzner

Stock Market Terms for a New Investor

Ready to start investing in the stock market? A stock market is a place where you can buy and sell shares of stock with the goal of buying at a

Saving money concept preset by Male hand putting money coin stac
Marriage and Family
Gabriel Katzner

15 Ways to Save Money!

Everyone wants to save money, but they want to do it in a way that does not compromise their lifestyle too much. Here are some tips and tricks on how

glasses-pen-report
Marriage and Family
Gabriel Katzner

When Your Balance Sheet Won’t Balance

When your financial outputs exceed your inputs, you know you have a problem. What about when you still make more than you spend, but you are not saving much? Personal

Digital animation of stock market prices passing by. 3d render abstract background stock market data on display. Financial stock market data tableau. Stock market indicators with floating data points.
Stock Market
Gabriel Katzner

Building a Diverse Portfolio

One of the most important steps to financial planning is thoroughly understanding your current financial situation, risk tolerance, and investment goals. A financial advisor can help you sort through your

Insurance Policy Agreement Terms Document Concept
Insurance
Gabriel Katzner

Disability Insurance: What You Need to Know

In a previous post, we discussed life insurance, which is essentially a way to transfer financial risk to an insurance company to protect people who financially depend on you. For

high-angle-piggy-bank-with-academic-cap-coins
College Funding
Gabriel Katzner

College Savings Plans: Your Questions Answered

When they have children, most people start thinking about dividing their earnings into three buckets: paying for their current expenses, their children’s college education, and saving for retirement. The sooner

businessman fired
Insurance
Gabriel Katzner

Lost Your Job? What To Do About Healthcare

COVID-19 and the pandemic have resulted in both voluntary and involuntary job losses. However, lost wages may not be their biggest concern because many people are moving to freelance and