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September 10, 2024
College Savings Month

September is College Savings Month: Why Start Saving Early? Many families are concerned about the rising cost of college tuition. With the increasing financial burden, it's crucial to start saving early and take advantage of the benefits of compounding interest. The Rising Cost of College Tuition The cost of college tuition has been steadily increasing […]

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June 3, 2024
Longevity in Retirement & What You Should Know

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy.1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive […]

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May 1, 2024
Top 4 Social Media Money Scams & How to Spot Them

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2 And whether or not you’ve seen these cons in action, they don’t look the same today […]

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April 2, 2024
4 Financial Mistakes to Avoid this Spring

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year: Mistake #1: Budgeting for […]

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March 19, 2024
Retirement nearing? Do these 5 things first.

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.  5 Tasks that Could Help You Find Retirement Bliss […]

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January 10, 2024
Bad Money Habits: How They Vary by Generation & How to Break Them for Good

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that […]

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November 15, 2023
Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move? Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even trigger-happy. Fear and greed also spark real changes […]

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September 28, 2023
Navigating Fiscal Dramas and Market Downturns: What You Need to Know

The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding. Why Markets Are Melting Down […]

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September 24, 2023
Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg Retirement can feel like a finish line after decades of working — but you may not be able to cross that finish line or really enjoy the retirement you had imagined if you get tripped up along the way.  In fact, the retirement of your dreams could disappear before […]

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August 31, 2023
The Pros and Cons of Investing in a 529 Plan for College

If you’re a parent of a child who may be heading to college in the future, it’s likely that you’ve thought about how to pay for their tuition. But paying for college is no small feat—with tuition rates constantly rising, college is a huge investment. One of the best ways to be prepared for the […]

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August 30, 2023
Passive Income Investments: How to Make Your Money Work for You

Income is the key to building wealth and is usually associated with working a full-time job. But what if you could potentially increase your income without working any extra hours? Passive income is defined as money that’s earned with little to no daily effort. While there may be some extra work involved in setting up […]

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August 29, 2023
Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals […]

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