Nick Carroll

MARCH 1, 2020


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What is Acorns Investment App.png

Nick Carroll

February 23, 2020

Acorns was designed to simplify investing for millions of people who have trouble saving money to invest.  Walter and Jeff cofounded Acorns to help encourage people to save small amounts of money and frequently as many had a problem saving money to invest.  

The Acorns staff has teamed up with a Nobel Laureate, Dr. Harry Markowitz, best known for his pioneering efforts in creating the modern portfolio theory. Here is why you should consider opening an account. Read Article

Acorns Review 2020: Investing, Banking, Savings, and Fees


Nick Carroll

February 11, 2020

Grove Collaborative is a consumer goods shipping service focused on delivering products that are non-toxic, sustainable, cruelty-free, safe, and environmentally-friendly. 


From cleaning supplies to recyclable household products, Grove offers a monthly subscription service that is personalized for each customer. 

Read Article

Grove Collaborative: 2020 Review

Canva - Business finance man calculating


Kristian Borghesan

February 10, 2020

Assess your current financial situation


One of the first things a financial plan does for you is provide a snapshot and assessment of your current financial situation.


By taking a look at all of the areas of your current financial standing such as your income, savings, living expenses, debts, and risk management, your plan will start to formulate a picture of where you currently stand.

Read Article

Financial Planning 101: What Are the Steps Involved



Improve Your Financial Literacy


Households have picked up bad habits by not living within their means, failing to save for the future, and falling prey to "buy now, pay later".  While many are quick to blame a shortage in earnings, the heart of the issue lies within one's spending habits.  Failing to control your emotions and temptations can lead to financial complications.  Our goal this year in 2020, is to produce the highest quality information so you are armed with the financial knowledge you need to lead your family towards financial freedom.


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