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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Doug Sattler | Apr 17, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Doug Sattler | Apr 3, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
A black and white image of a couple laughing
Doug Sattler | Mar 20, 2024

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Image of an American flag, with a person looking out of them similar to window blinds.
Doug Sattler | Mar 6, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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A brain surrounded by circles representing brain waves
Doug Sattler | Feb 21, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Person holding jar of coins with a 'savings' label
Doug Sattler | Feb 7, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Doug Sattler | Feb 1, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Doug Sattler | Jan 17, 2024

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Doug Sattler | Jan 3, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Doug Sattler | Dec 20, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Doug Sattler | Dec 6, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Man reading newspaper next to laptop and phone
Doug Sattler | Dec 1, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration, and not all of the securities, products, and services mentioned are available in every state or jurisdiction.

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