Mar 21, 2017
At Alexis Advisors, we believe in being informed about your money, even if you’re a kid. Especially if you’re a kid: research has shown that children’s money habits are formed by age seven. Yes, seven—the age when most parents are struggling to get their kid to eat...
Sep 21, 2016
Each month, our goal is to write about a topic that is both relevant and educational. This month is a little different as we are writing about “the changes we wish to see in the financial services industry” – using our own business model...
Mar 13, 2016
Everyone understands, at some level, the need to save for long-term goals. Sending a child to college, buying a house, and preparing for retirement are typical goals that most of us have. But how much of a difference does it make if we start saving now, versus later?...
Feb 10, 2016
As most of my clients know, I would prefer that everyone carry a zero balance on their credit cards. When implementing a financial plan, addressing a client’s credit card debt typically comes early in the conversation. Why? A high-interest rate credit card is like...
Dec 8, 2015
sosecuritytoon Something had to be done. Most knew that Social Security in its current state was likely unsustainable. However, few were expecting the changes to occur “right now,” and even fewer were expecting the changes to occur “right now,”...
Feb 2, 2015
Even if you haven’t read his novel, The Little Prince, you have likely heard of Antoine de Saint-Exupery. But, you may not know that he became a laureate of several of France’s highest literary awards, and also won the National Book Award. Given all these...
