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Written by: Corey Janoff    This post was originally published on April 11, 2018 on our...

When you mention SRI, ESG, and Impact investments, too many people, including investment advisors, get this idea of liberal progressive types trying to save the environment or promote some socialist ideas. When in reality, the SRI movement spans a broad political and religious spectrum.

Written by: Rachelle Vanderzanden Most people fear the unknown. For many of our clients, financial...

People are constantly looking for double-top secrets to investing success because spending less than you earn and investing the difference in a diversified portfolio isn’t appealing. There must be a better way to greater riches! As it turns out, there’s not. However, you can implement some additional tips and tricks to enhance your probability of optimal success.

A common question we will get from young professionals is whether or not they should refinance student loans. Over the last several years, with interest rates as low as they are and many people carrying student loans with interest rates above six or seven percent, a number of companies have entered the student loan refinancing game.

Many of you have had to endure a pay cut in 2020. Many of you have even been furloughed temporarily or laid off. While most of the people who read this blog work in healthcare, which is rumored to be “recession-proof,” 2020 has proved that even the most stable jobs aren’t 100% waterproof. Who knows what will happen to our world and economy the rest of this year, or in years to come? Today we want to write about ways to survive a pay cut so you can be prepared if you are ever faced with those circumstances. With that, let’s take a look at 7 ways you survive a pay cut. Start implementing them now, so you aren’t scrambling if it happens to you.

Ultimately, knowing that hovering too closely over your investments has been shown to have adverse consequences. The most straightforward choice can be to go long stretches without combing through your statements. While I am not advocating for day trading, left unchecked, your investments will not behave as you might like them to. Let’s take a closer look at some potential pitfalls.

You have probably noticed that none of the books I recommend have get-rich-quick hacks or double-top-secret investment tips. You know why? Those types of books are useless and misleading. As it turns out, the best investment advice and tips for getting rich are quite boring. You don’t even need a full book to cover it all. It can be summed up pretty concisely – work hard, spend less than you earn, invest the difference.

It is the official first-day summer, and to celebrate, we wanted to share with you some of our favorite summer reads. Here, you will find a list of various books we love. We hope you enjoy and maybe find a new book to throw in the mix this summer!

Yes, life will be different, moving forward. No one ever expected to see what we have seen over the past three months. And no one knows how the next big life event will affect us. One thing we do know is that there will be more events like these. We need to plan, so our family has financial flexibility now and for what the future.

Finity Group is like the Netflix of financial planning firms – born into the age of internet and technology, full of both industry experience and fresh new developments; we are revolutionizing the way we provide our respective services. We aren’t just the next generation of advisors; we’re the advisors for today and the future. No matter your age, you deserve a financial professional who is as flexible, up-to-date, and savvy with modern technology.