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Blog

A couple working in their kitchen together
John Bantug | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
John Bantug | Aug 25, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
John Bantug | Aug 9, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
John Bantug | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
John Bantug | Jul 20, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Mother and child working on a laptop together
John Bantug | Jul 12, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
John Bantug | Jul 5, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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healthcare-costs
John Bantug | Jun 28, 2022

Five Ways to Save on Healthcare Costs

Health

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have

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familyfinance
John Bantug | Jun 21, 2022

5 Things to Teach Your Kids About Finances

Education
Family
Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

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Two yellow balloons with smiley faces on them
John Bantug | Jun 14, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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affection-brunette-dog
John Bantug | Jun 7, 2022

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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Young woman pouring a drink for an older woman. They are sitting together at a table.
John Bantug | May 31, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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