Financial Roots
Stay up to date with our latest insights and commentary
Financial Success Starts Here!
Getting your first paycheck is an exciting milestone, but it's also a critical step in shaping your financial future. Here are some key strategies to help you make the most of it:1. Maximize Your Benefits: Starting your career means you have access to valuable...
Do Your Friends and Family Need a Sounding Board?
We often get asked, “How can I tell my friends and family about you?” It’s easy and we’re happy to help! You can encourage them to reach out to us for a no-strings-attached conversation. We're here to provide guidance and put them on a helpful path, whether they...
Are Alternative Investments Right For You?
Alternative investments can be a good opportunity for some investors to diversify their portfolios, even during times of market uncertainty. Watch this short video about what they are, and how we can help determine if they are right for you.In this video we are going...
Inheriting Money? Watch this First!
Getting an inheritance can be life changing. But that money can also dwindle quickly if you don’t do some smart planning. We're here to provide guidance and help navigate the complexities of inheriting money or property. Here’s how:Getting an inheritance is a...
How to Transition your Finances After you Retire
Navigating what your finances will look like in retirement can be overwhelming. If you’ve wondered if you’ll outlive your money, watch this video to see how we can help:When approaching retirement, a common fear among many people is outliving their money. One way we...
Are You Prepared to Age at Home?
As we age, our home’s setup becomes crucial to our comfort and independence. But aging at home is more than basic modifications – it’s about creating a supportive, thriving environment tailored to your unique needs.When you think about getting older do you imagine...
Take a Retirement Test Drive
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your...
The Real Answer to Your Financial Questions: It Depends
When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to invest, how much you should save for retirement, or how to minimize your tax burden, the response is often the...
Who Was Your First Financial Advisor?
When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually someone closer to home—a parent or friend who influenced our money mindsets. While they didn’t provide professional...
Keep Politics Out of Your Portfolio
The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a clear boundary between politics and your portfolio is crucial for long-term financial success....
Social Media’s Impact on Your Money Mindset
There are a variety of viewpoints on how social media influences our society - both good and bad. After all, some people are spending hours a day on these platforms and we need to be aware of their impact. From our vantage point, we’re paying close attention to how...
Keeping Your Financial Accounts Cyber-Secure
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t have to feel helpless against...