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Blog

Nancy Tomasich | Jun 11, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Nancy Tomasich | May 11, 2022

Should My Child Go Back to College This Fall?

College

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to

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Nancy Tomasich | Apr 11, 2022

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Nancy Tomasich | Mar 11, 2022

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Nancy Tomasich | Feb 11, 2022

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Nancy Tomasich | Jan 11, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Nancy Tomasich | Dec 11, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Nancy Tomasich | Nov 11, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Nancy Tomasich | Oct 11, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Nancy Tomasich | Sep 15, 2021

How Technology Is Making It Easier and More Cost Effective for Retirees to Age in Place

Retirement
Read the latest issue of Retire Wise
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Nancy Tomasich | Sep 15, 2021

The best college student discounts: Where to find them and how to use them.

Education
If your children or grandchildren are heading back to college this summer, they may be able to find some discounts for your back-to-school shopping. CNBC has
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Nancy Tomasich | Sep 11, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser.

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