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Blog

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Shikha Mittra | Jun 8, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Credit cards in wallet in back pocket.
Shikha Mittra | Jun 3, 2021

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Shikha Mittra | Jun 1, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Apps on tablet.
Shikha Mittra | May 27, 2021

Investing Made Mobile: 5 Apps for the Smart Investor

Finance
Investments
The stock market is a fast-flying, quick U-turn, up and down game to play. It’s both exhilarating and exhausting. And, if you’re like most people, you’re
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Shikha Mittra | May 25, 2021

6 Easy Organization Tips to Take Time off of Taxes

FINRA Reviewed
Tax Planning
As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It
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Wing of plane in sky.
Shikha Mittra | May 21, 2021

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Insurance
Retirement
Annuities has a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend,  from the
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Businesswoman looking at her phone
Shikha Mittra | May 19, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Shikha Mittra | May 14, 2021

When Filing for a Tax Extension Makes Sense

FINRA Reviewed
Tax Planning
The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you
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Children sitting on a bench together.
Shikha Mittra | May 12, 2021

Leave your Legacy through Planned Giving

There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
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Woman writing in a paper planner with a pen
Shikha Mittra | May 7, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Married couple a bench staring at ocean.
Shikha Mittra | May 5, 2021

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
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Wind turbine.
Shikha Mittra | Apr 30, 2021

Green Energy as an Investment Strategy

Green, clean energy has reached new heights in America. There are more hybrids than ever on the streets (Americans bought their four millionth hybrid car in

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