FIDELIS iM

11/11/2021

America is resilient. America is prosperous. America is the greatest country in the world to chase one’s dream and to create a life that brings happiness and joy. THANK YOU to all our veterans for what you have done to make this country what it is today. Your personal and collective sacrifices abroad have a lasting imprint in the fabric of America. Your selfless devotion to country above all else provides peace of mind to millions of grateful citizens from sea to shining sea. May your fight for freedom live on.

SEMPER FIDELIS

06/25/2021

Good News: Summer is here and we are transitioning back to a normal way of life! Make sure to fill your warm days with outdoor activities, patio dining, and socialization.

Check out our newest blog post here for some tips on summer fun!

It is safe to say we are ready for some summer fun. Although we are not completely back to normal, there is still plenty to do this summer.

06/04/2021

While trying to time the market can seem like a good way to increase your return, doing less can create successful long term results. As seen during the height of the pandemic in March and April of 2020, moving investments around during a market decline does not account for market volatility and the inevitable rise it will see again.

"Instead of trying to guess when you should buy and sell for optimal results, many experts suggest a different approach known as dollar-cost averaging. Dollar-cost averaging is the policy of investing at frequent intervals, such as a set amount every paycheck for 20 years."

You can find the full article here to learn more about market strategy.

Instead of trying to time the market by buying low and selling high, financial advisors recommend using the dollar-cost averaging strategy to invest.

05/07/2021

There are certain key financial items to check off your list as you prepare for retirement. This includes debt management, sources of income, insurances, and estate planning.

To make sure you are completing your pre-retirement checklist, read the full article here!

Before you retire, be sure you have all your financial ducks in a row. This pre-retirement checklist will help you not to forget anything.

04/30/2021

We have been patiently waiting for our lives to return to normal for over a year. Now that the light at the end of the tunnel is nearing, it is time to enjoy, but don't forget the simple pleasures and your new perspective gained along the way.

Read our newest blog post here, to remember the importance of the cherished moments closer to home as we leave lockdown life!

After slowing down and rediscovering the simple pleasures, we may once again find ourselves succumbing to the lifestyle creep post-pandemic.

02/22/2021

As a high-income earner, confusing income with wealth can lead to overlooking your spending to saving ratio. Habits such as bad financial planning, low saving rates, and lifestyle inflation can trap you in a negative cycle of making money just to spend it.

Read the full article here to find out more about common mistakes high-income earners make.

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02/05/2021

Sometimes simple is better! With endless info regarding finances, what should you believe and what should you dismiss? These 20 finance tips are straightforward and cover a wide range of topics that could help you improve your financial situation.


Read through these 20 laws for imperative personal finance knowledge!

Following some simple rules (and avoiding common costly mistakes) can put you miles ahead when it comes to saving for retirement.

01/29/2021

If you find yourself feeling stressed as you enter retirement and unable to shift your mindset, don't feel alone. Reaching retirement is a long-awaited moment, but when retirement arrives, it is a paradigm shift. The experienced and disciplined “saver” now must embrace spending.

To find out how to adjust to the spending aspect of retirement, read our newest blog post for three helpful tips!

Reaching retirement is a moment that you work your entire life for. Regardless of how your career ends, when retirement comes, it is a paradigm shift.

01/15/2021

Starting a new book is the perfect way to ring in the New Year! With topics about frugality, investing, and retirement, these 5 books are sure to stimulate your mind while giving you great financial tips.

Read the full article here to find your next book!

If you have a goal to be more financially savvy in 2021, are just curious about how you can make better money moves or want a useful gift you can give to friends and family, check out my favorite personal finance books.

01/01/2021

While we were faced with many challenges in 2020, we are excited to prepare for a financially prosperous 2021! Now is the time to review your finances, start planning, and set goals. Check out our latest blog post for a financial checklist to start off your New Year on the right foot!

Although we faced many tragedies this year, we are entering a bright, new, year. Time has slowed down, allowing opportunity for reflection on your finances.

07/17/2020

While the reality of our summer plans have changed as the year has progressed, it does not mean that this summer still can’t be one to remember in a positive light.

Read our newest blog post here, to find out how to maximize your summer close to home.

As you started preparing for the summer of 2020, your plans probably included vacations in the tropics and Europe, cruises, camps for the kids, and many nights spent with neighbors, friends, family, and co-workers. While that reality has changed as the year has progressed, it does not mean that this...

05/25/2020

New ways of accomplishing all aspects of life have been implemented during these trying times of COVID-19. With every crisis, underlying silver linings shine through, reminding us of just how adaptable and resilient we can be.

To read our newest blog post on a new way of normal, click here!

With every crisis, underlying silver linings shine through, reminding us of just how adaptable and resilient we can be, as we define a way of new normal.