Hiring a “financial advisor”

Hiring a “financial advisor” can be difficult. Here are some tips for you to use when evaluating an investment advisor or financial planner. Know what type of financial professional you are speaking with The financial services industry unfortunately suffers from hopelessly obscure and arbitrary titles. But you should know what type of financial professional you are speaking with because that … Read More

You Are What You Read – Focusing on Financial Goals

When times get tough, it takes a little more focus to stay on track financially. One strategy for focusing on your financial goals is to literally occupy your mind with your goals. This is a great way to motivate yourself into doing what needs to be done; especially when you may not feel like it.  I’ve used this strategy on … Read More

As a Financial Planner, this is My Favorite Client Service

I’ve been offering investment management services since I was a sophomore in college at the University of Evansville. After receiving my CFP® certification, I offered traditional comprehensive financial planning services like retirement planning, tax planning, and, estate planning. But there’s one service that I enjoy more than all others, financial coaching. Let me explain why. Financial planning and investment management … Read More

Financial Coaching for Millennials

This article is about how and why I’ve turned to financial coaching for my clients. Financial coaching is a relatively new and interesting kind of service in the financial services industry. I became interested in financial coaching for millennials (like me) in 2018 as I was building my own company, uVest Advisory Group, LLC, an investment advisory firm. My goal … Read More

3 Small Business Retirement Plans for You

One of the big challenges facing small businesses is providing competitive benefits for employees while also allowing themselves (the business owner) to save for retirement. For example, an employee is likely to have access to employer-provided health and retirement benefits at a large employer; a benefit that may be cost-prohibitive at a smaller firm. Saving for retirement as a small … Read More

Financial Planning Fees Comparison

Financial Planning Fees Comparison

How you pay people for their services is important. It’s certainly just as important as how much you pay them for their services. In the financial services industry, which can largely be divided between advice and sales, incentives play a major role. Understanding how different types of financial advisors are affected by incentives is something all clients need to understand. … Read More

$75K Wiser: Recovering from Bad Financial Decisions

How to Do a U-Turn in your Financial Life

How does one recover from bad financial decisions? Is it even possible? I know it is, because I did it. If student loans, debt, and bad financial decisions are weighing you down, then hear me out; you can change your relationship with money. This is how wasting $75,000 projected me onto a life path of financial responsibility and a career … Read More

How to Buy a House

How to Buy a House in Evansville, IN

8 Easy steps for millennials Buying a home can be stressful but exciting. There are certain prudent steps you can take to minimize the frustration and ensure that you end up with the home you want.  Save up your down payment The first thing you need to do when you’re thinking about buying a home is to make sure you … Read More