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Lifestyle Planning

InvestmentsLifestyle Planning

Thinking About Saving? Make it Easier.

The single most important thing about saving money is to automate the process. You can do that by utilizing your work 401(k) plan or a…
Eric Croak
Lifestyle Planning

Reducing Debt Without Suffering Today

Trying to reduce your debt? You might not need to look too far, here are some fun ones: Use credit cards to your advantage. Let's…
Eric Croak
Financial PlanningLifestyle Planning

Making the Most of Your Special Day

Paying for a wedding can be a lot, but why not take advantage of it? Here are the three main things you should look for…
Eric Croak
Lifestyle Planning

Questions to Consider Before Getting Your Next Credit Card

What's the APR? Understanding interest rates and doing the actual calculation of those rates is the only way to understand credit cards. CC companies can…
Eric Croak
Financial PlanningLifestyle Planning

Six Essential Steps for The Successful Post-Grad

And so you have it: college is over and you have a real job. Welcome to the sometimes appealing and sometimes downhill spiral that is…
Eric Croak

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Recently Posted

  • Stock Market Update, December, 2022
  • Q3, 2022, Quarterly Market Commentary
  • 5 Things Your Financial Advisor Isn’t Telling You
  • Thinking About Saving? Make it Easier.
  • Doing Good or Doing Well?

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Toledo, Ohio 43604

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