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.
Monday, September 11, 2023
September is Life Insurance Awareness Month. Talking about one’s mortality is never easy and its often why important conversations about life insurance often end up at the bottom of our “to-do” lists. Also, there is a...
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Monday, March 20, 2023
Facing a sudden job loss can cause a sense of panic or anxiety. Without a steady paycheck, it can be tempting to make short term, rash decisions, especially when it comes to personal finances. Below are a few steps to consider to help...
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Tuesday, October 4, 2022
January 1st, 2023. That’s when student loan payments, interest, and collections on most federal student loans are set to begin after forbearance is officially scheduled to end on December 31st, 2022. Federal student loan payments...
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Thursday, August 4, 2022
The first half of 2022 has been a volatile and turbulent time for the stock market. Many economists have been sounding the “R” word (recession). Several warning signs have started to appear this year: a yield curve that has...
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Thursday, June 2, 2022
Spring is coming to a close. Now that the days are warmer and longer, you might be working on projects around the house that you had been putting off. Now is also a good time to spruce up some of your financial habits as well....
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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