Blog
The 5 Habits of Millionaires
What are the key habits that millionaires share? Discover the five essential habits and how being intentional and having a solid plan can lead you to financial success. Learn how to live within your means, avoid depreciating assets, boost your income, invest smartly, and the benefits of working with a financial planner.
Can You Retire on One Million Dollars?
Saving $1,000,000 for retirement is an impressive achievement, but its purchasing power decreases over time. This amount might not be enough to live on unless you have minimal expenses or other income sources. Diversifying your income streams and boosting your savings rate can help ensure a more comfortable retirement. Read more to learn strategies for maximizing your retirement savings and income.
Teens Can Become Millionaires
Michael Hollis shares the five fundamental principles to financial success for teenagers, how compound growth can skyrocket your savings, and why starting early is the ultimate advantage.
What the 2024 HSA Limit Increase Means for You and Your Finances
Rising inflation costs have triggered the IRS to announce one of the most significant jumps in the maximum contribution employees can make to their Health Savings Accounts (HSA) in 2024. This is an excellent opportunity to review HSAs, why they benefit financial and retirement planning, and how you can maximize their effectiveness.
Maximize Your Employee Benefits – Five Ways To Sail Through Open Enrollment
Michael Hollis gives you five practical tips for maximizing your employee benefits and confidently navigating open enrollment.
How 529 Plans Are Becoming Even More User-Friendly in 2024 via the SECURE Act 2.0
Worried about retiring on time with a fluctuating market? The key is not trying to time the market but staying focused on your long-term plan. Learn how you can stay on track, no matter what the market does.
Why You Shouldn’t Make Financial Resolutions (And What to Do Instead)
At the start of a new year, it’s tempting to set financial resolutions, but they often fall short. Instead of vague resolutions, focus on setting value-driven goals that align with your long-term vision. Learn why defining actionable steps can lead to more meaningful and achievable results.
What’s Your Net Worth? (And Why It’s A Big Part of Your Financial Story)
Knowing your net worth makes getting where you want to go easier, and all of that information helps you chart the most efficient route.
Financial Milestones Through The Decades, How To Keep Your Money On Track
Financial milestones evolve through each decade of life, shaping your path toward financial security. By staying proactive and adjusting your strategy at key stages, you can ensure your financial health remains on track throughout your journey.
HSA vs. FSA: What’s the Difference, and Why it Matters
The potential tax benefits and flexibility associated with HSAs and FSAs, it’s critical to make the best decision for your circumstances.