Aug 7, 2019
It’s August already and you’re probably thinking, “How did that happen?” Summer is sliding away and you’re nowhere near ready to transition to the scurry of the school year. Believe me, I get it. Stores began selling school supplies in...
Feb 19, 2019
It’s time to have a talk. The “what are we doing here?” talk. But this time, instead of sitting down with your significant other to talk about your relationship with each other, it’s time to have “the talk” about your relationship with money. We understand that...
Nov 19, 2018
‘Tis the season for hot cocoa, holiday festivities, and getting your financial ducks in a row. Here is Alexis Advisors’ year-end checklist to help you plan ahead while looking back on another year passed. 1. Schedule a meeting with your financial advisor...
Aug 8, 2018
If you’re feeling the financial squeeze from all sides, you may be part of the “sandwich generation” – the generation that’s trying to support aging parents and put kids through school, all while trying to save for their own retirement. It’s a balancing act, to say...
Jun 25, 2018
Retirement probably feels a long way off. It might be at the bottom of your list of savings goals – if it’s on there at all – because you’ll have plenty of time to think about it later, or you’re focused on paying down debt, or because you just have no idea...
Feb 9, 2018
Parents all know that paying for college is hard. It’s expensive, and the price tag keeps climbing—tuition rises faster than inflation and has more than doubled in the past 30 years. It can also be confusing to navigate the sea of federal loans, institutional aid, and...
