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Blog

Two yellow balloons with smiley faces on them
Brett Machtig | Jun 7, 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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Emergency exit door.
Brett Machtig | Jun 6, 2022

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
Read More
Apps on tablet.
Brett Machtig | Jun 3, 2022

FinTech - What Apps You Should Know

Technology
Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather, connect
Read More
Political section of newspaper.
Brett Machtig | May 31, 2022

How Political Climates Affect the Financial Markets

Finance
If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what
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Wall street street sign.
Brett Machtig | May 30, 2022

5 Common Financial Terms - You Probably Should Know

Education
Finance
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Brett Machtig | May 27, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Cell phone doing online banking.
Brett Machtig | May 23, 2022

The Ins and Outs of Banking Online

Finance
Technology
In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs
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Receipt and calculator.
Brett Machtig | May 17, 2022

Calculating Retirement Savings: How to Add Up Your Financial Future Success

Retirement
This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an
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Basketball hoop.
Brett Machtig | May 16, 2022

How To Hit Your Savings Goals

Savings
Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but
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Man in a graduation cap and gown
Brett Machtig | May 13, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Cartoon Robot.
Brett Machtig | May 10, 2022

What's the Deal with Robo Advisors?

Technology
Robo Advisors
If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but
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Brett Machtig | May 9, 2022

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

Finance
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be
Read More

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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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