We are passionate about what we do, and passionate about educating our clients. We cut through financial industry jargon, explain things in plain English and take the time to answer your questions. Click through the resources below to learn more about us and about managing your money.

Finance made easy with Carin & EB

Our podcast series is designed to demystify financial topics and educate every generation. The podcasts are easy conversations between Carin and EB about all sorts of financial topics. Our goal is to make understanding money easy for you.

Leaving the nest

This four-part series tells you what you need to know to get started managing your own financial life. Whether you’re off to college, starting your first job or moving out of your parents’ house, we have good advice for you.

• Getting organized and creating a budget: How to spend—and save—wisely?
• Credit vs. debt: Is there such a thing as good debt?
• Company benefits at your first job: I got a job, now what do I do?
• Investing: How to get started?

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