Prizm Financial Advisors

01/01/2018

Goodbye 2017 and hello 2018. Time to start fresh with the new year! 🥂

12/27/2017

That's right. There's a lot more to financial planning than you think

Financial planning isn't just about the money. Find out where else to focus on.

12/25/2017

Merry Christmas! We hope all of you have a great holiday season this year 🎉🎁🎅🏻

12/20/2017

Even at the hardest of times, it's hard to find a solution to the problem. If you're in debt, here are some creative ideas to reduce it.

A little out-of-box thinking could get you out of debt sooner. Give these 8 frugal ideas a try.

12/19/2017

We all need a little help when going through new changes in life. If you are experiencing any of these situations, feel free to contact us

You may want to manage your money on your own, but there are times when it's a mistake to go it alone.

12/13/2017

Saving your money is always a good habit, but saving too much could cost you. How? Check out this article below:

We all like to save money, but there are times when the frugal option winds up costing you more money.

12/11/2017

We all know heath care is one of the most expensive things you'll ever encounter in your life time. That's why considering an HSA is important and the best choice to make

No one knows what the future of health care will look like, but retirees can still plan for tomorrow based on things they know today.

12/08/2017

It's important to be aware of any of these signs. These red flags could take a toll on your money.

If you spot the warning signs of financial trouble, you could reverse course before it’s too late. 6 red flags that spell doom for your money.

12/06/2017

Out-of-pocket spending can really impact your retirement income. Retirees are looking to take control of it - how can you manage? Check out this article

The average retiree had only 65.7% of his or her Social Security benefits remaining after out-of-pocket spending and only 82.2% of total income.

11/30/2017

It's holiday season - that time of the year where spending money is inevitable. How's this year doing with holiday shopping? Check out this article: http://ow.ly/wT2l30gVVWU

11/27/2017

Don't know where to start? Setting specific goals for yourself will help you manage your wealth better

Setting specific financial goals helps you achieve them more quickly.

11/23/2017

From our team to you - We want to let you know that we are thankful for all who support us and our work. Hope everyone has a Happy !