Many times we see advertisements for how you can save money on your home, auto, and personal insurance. While most of us have these coverages, how do you know if you have enough? Is price the most i

In this episode, we welcome our first guest to the show! Tony Steuer, CLU, CPFFE joins us to talk a bit more about the nuance of Life Insurance, when it makes sense, and when it doesnt. Tony has a we

In this semi-breaking news episode of Me & Money, Matt and Elliott chat a bit about what the election results could mean for some of the larger planning topics in Personal Finance. While there are s

While we dont sell it, we believe insurance is an incredibly important aspect of a well-rounded financial plan. In our time working with clients, weve seen great plans, and some that leave us scratc

Its that time of the political cycle again, the election is near! Regardless of who you support, plan on voting for, or what their agenda may be, we wanted to give you a few words of wisdom for this

Last time, we talked about the why behind investing. While we think its the most important, investment selection is the next key step. While theres not a specific recommendation being made in this

Investments are always in the headlines. So many times we hear about what we should be investing in, what the hot stocks are, and how to pick the next big thing. In this episode, we talk about the r

Usually when you see those financial advertisements, its all about save, save, save but what if you dont really need to? What if you have something you want to pursue NOW? In this episode we disc

The housing saga and conversation continue in this episode of ME & Money. Elliott Appel, CFP is still on the search for a house, and hes still weighing the pros and cons of renting versus buying. In

Were back to talk more about homes, and the pieces of owning a home that are commonly missed, or just not spoken about while going through the home purchase process. Listen to Matt and Elliott as the