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Blog

Brett Machtig | Sep 28, 2021

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

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Finance
Brett Machtig | Sep 27, 2021

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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Savings
Brett Machtig | Sep 24, 2021

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Stock
Brett Machtig | Sep 21, 2021

Why Do People Invest in Stocks?

Investments

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the

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Finding the Right Financial Advisor
Brett Machtig | Sep 20, 2021

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

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stock
Brett Machtig | Sep 17, 2021

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

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Stock Writing
Brett Machtig | Sep 14, 2021

Why Financial Literacy is Important

Education
Finance
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
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Stock_img
Brett Machtig | Sep 13, 2021

Keeping your Personal Finances in Shape

Finance
Savings

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you

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Grandmother and granddaughter knitting together
Brett Machtig | Sep 10, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Paying off Student Loans
Brett Machtig | Sep 7, 2021

Paying off Student Loans

Finance
Education
College

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

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Top 5 Financial Terms You Should Understand
Brett Machtig | Sep 6, 2021

Top 4 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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image
Brett Machtig | Sep 3, 2021

Why Financial Literacy is Important

Finance

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions

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Securities offered through United Planners Financial Services, member FINRA / SIPC. Advisory Services offered through Capital Advisory Group Advisory Services LLC. Capital Advisory Group Advisory Services LLC and United Planners are independent companies.

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