Essays & Videos
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Setting Short- and Long-term Financial Goals
A New Virtual Lunch & Learn Series “Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 1: “Setting Short- and Long-term Financial Goals” There are many similarities between training [...]
Take Your First Step in Retirement Planning
WHY IS FINANCIAL PLANNING SO IMPORTANT? We all have things we want to do in the future that will cost money; vacations, home buying, paying for college, retiring, and etc. [...]
Muhlenkamp Marathon
Our Muhlenkamp Marathon E-Book includes 26.2 miles of financial guidance. From getting your financial information in order at mile 3 to creating a budget at mile 7 and learning how to [...]
Talk to Your Children About Money: From Saving to Financial Legacy
WHY DO WE SAVE MONEY? There isn’t a shortage of information surrounding why to save, how to save, and where to save. And after all, we have to plan for [...]
Why an Emergency Fund is a Good Idea
An emergency fund is the rainy-day fund; it’s for the out of the ordinary, once in a blue moon expense that you need money for RIGHT NOW. It is for [...]
The Difference Between a Savings Account and Investing
The words saving and investing seem to always go together, like peanut butter and jelly, or death and taxes. And they do belong together, because before you can invest, you [...]