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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.

 

Tuesday, February 8, 2022

 

Thursday, November 4, 2021

In past posts, we always make it a point to emphasize the importance of double checking beneficiary designations regularly to make sure they are up to date and reflect your current wishes. Can you remember the last time you’ve...

 

Monday, October 11, 2021

In our last post, we discussed a report produced by the U.S Bureau of Labor Statistics that showed that in March of 2020 (when they conducted the survey), 33% of those surveyed did not have access to any workplace retirement plan. This...

 

Friday, September 17, 2021

According to a report produced by the U.S. Bureau of Labor Statistic, 67% of private sector workers had access to some type of retirement plan in March 2020. Of the 67%, fully 52% only had access to a defined contribution plan (i.e....

 

Tuesday, June 8, 2021

Spring is coming to a close which means it’s a good time for the annual spring cleaning ritual of getting rid of clutter and tidying up the house. However, now may be an opportune time to tidy up and declutter your finances as...

 

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Friday, March 26, 2021

Becoming parents is an exciting time but also comes with many changes. In between selecting a pediatrician and decorating the nursery, consider some of these tips to help be better financially prepared for your new arrival. Before Your...

 

Thursday, February 11, 2021

It’s February, which means love is in the air. We thought this would be a good time to discuss a very unromantic topic, personal finances as a couple. Whether you are in a long term, committed relationship, engaged, or newly...

 

Wednesday, December 2, 2020

It’s that time of year again for our annual blog post on end of year financial tasks to complete. To say that 2020 has been an unprecedented year would be an understatement. As we look toward 2021, below are a few end of year...

 

Friday, November 13, 2020

We’re all guilty of it. We are prompted to create yet another password for an online account and we get sloppy and reuse an old password (or worse yet, we use the same password for everything). Or, we throw away a bank or...

 

Tuesday, September 29, 2020

Did you notice that the last time you got on a scheduled airline that the flight had a planned destination? Of course! Sounds simple, right? Airline flights almost always get to where they are going because they know where they are...

 

Thursday, September 17, 2020

The first quarter of 2020 was a wake up call to every investor that markets can (and do) go down and the drop can be swift and violent. Since March 2009, investors have been able to reap the benefits of the longest bull market in...

 

Thursday, September 10, 2020

Most people probably have a sense of what their credit score is and if their score is considered a “poor” score all the way to “exceptional.” Banks and credit cards will show you your credit score often updated...

 

Thursday, April 4, 2019

We always stress the importance of having an emergency fund and planning for a rainy day. Why we stress this as a foundation for any financial plan is to allow you the option to pay for unexpected expenses that may come up without...