New Blog

- Mark Colgan
9 Essential Money Management Strategies for Recent College Graduates

By Mark ColganNavigating the world of personal finance can be daunting, especially for a recent college graduate. You're stepping into adulthood with dreams, aspirations, and most likely, a significant amount of student loan debt. Here are nine tips to effectively manage your money to secure your ...Continue reading [...]

- Mark Colgan
3 Steps to Beat FORO (Fear of Running Out)

By Mark ColganOn a regular basis, as a Financial Planner, I see clients motivated by two powerful fears - fear of missing out (commonly known as “FOMO”) and fear of running out (what I call “FORO”). While the fear of missing out on experiences can push you to pursue your passions, the fear of ...Continue reading [...]

- Mark Colgan
Defuse the "Time Bomb" for a Happy Retirement

By Mark Colgan Everybody knows that when planning and preparing for retirement, it is essential to crunch the numbers and make sure you have your finances in order. That means understanding how you're going to cover expenses, and preserve your wealth through retirement. It's important for the ...Continue reading [...]

- Mark Colgan
5 Tips to Unpack the Benefits of Travel Insurance

By Mark Colgan Traveling is an exciting and enriching experience, but it can also come with its fair share of uncertainties and risks. No matter how well you plan your trip, there's always the chance that something could go wrong. That's where travel insurance comes in. In this article, we'll ...Continue reading [...]

- Mark Colgan
Conscious Cash Flow: Your Money Well Spent

By Mark ColganEverybody talks about how to save money, but nobody teaches you how to spend it. Knowing how to use your money is an overlooked essential ingredient to financial success. It’s not only necessary but empowering. No matter whether you’re a Baby Boomer, GenX, or a young adult, you must ...Continue reading [...]