by Kerry Moy | Feb 23, 2023 | Kerry Moy
If you are like most Americans, you may need help managing your finances. According to the NFEC, a lack of knowledge about personal finance can cost you $1,200 annually. Getting the help of a financial advisor can help you manage your finances more effectively...
by Kerry Moy | Feb 12, 2023 | Finance, Kerry Moy
Being financially literate involves having the knowledge and confidence to manage and invest your money effectively. This includes planning for retirement, paying off debts, investing in real estate, and more. Financial literacy varies depending on your level...
by Kerry Moy | Jan 31, 2023 | Finance, Financial Planning, Financial Services, Kerry Moy, Portfolio Management, Wealth Management
As a parent, one of your biggest concerns is providing your children with a quality education. While education can be expensive, there are several financial planning strategies you can implement to help you save for your child’s education and prepare for the...
by Kerry Moy | Jan 31, 2023 | Finance, Financial Planning, Kerry Moy, Portfolio Management, Wealth Management
Starting the new year with financial goals is an excellent way to seize command of your finances and improve your financial health. Whether you are looking to save more, pay off debt, or invest in your future, setting achievable financial goals can help you reach your...
by Kerry Moy | Dec 28, 2022 | Finance, Financial Planning, Kerry Moy
Creating a budget is a great way to get financial control. There are free budgeting apps that allow you to keep track of your spending and make adjustments quickly. These tools will let you see where you can save and improve your financial situation. Here is a...
by Kerry Moy | Dec 15, 2022 | Finance, Financial Planning, Kerry Moy
Many graduates are still struggling to pay off their student loans. They are also trying to start a family and save for a house. The typical repayment period for federal loans is around ten years, though various options are available. If you’re worried that you...
