Talk Money Day: How to Have Impactful Conversations

Money Talk Day – how to have impactful conversations with your loved ones. And why it may be helpful to get started on some New Year’s resolutions today. Catch this week’s segment of Mike on the Money on WYFF News 4.

Calming Solutions to Common Financial Fears

Spooky season is here. But, let’s flip the script & give you calming solutions to some common financial fears. Watch this week’s segment of Mike on the Money on WYFF News 4.

Developing New Ideas At FutureProof

Our team is committed to developing new ideas, new ways to serve our clients. So we went out West in search of….no, not gold…but golden nuggets of knowledge. We found plenty at an evolutionary wealth festival called FutureProof.

Creating a Caregiving Plan

You’ll want to have a plan to help an aging loved one live as independently as possible. That’s what we tackle on this week’s segment of Mike on the Money on WYFF News 4.

Book Review on “The Psychology of Money” By Morgan Housel

You can be extremely smart and have a hard time learning new behaviors. In this book, Morgan Housel tells stories to help us rethink how we interact around finance, 19 of them. It is important to know our own money story as it heavily influences our behaviors around money.

Creating Retirement Tax Strategy

Creating a retirement tax strategy to maximize every dollar you’ve saved. Watch this week’s segment of Mike on the Money on WYFF News 4.

Overwhelmed With Your Financial Life?

Are you overwhelmed keeping up with your finances? Let’s help you get your money straightened out. Watch this week’s segment of Mike on the Money on WYFF News 4.