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Blog2024-08-05T13:04:50-07:00

Planting Seeds: How to Build Money Skills in Young Kids

May 5th, 2025|

Financial literacy often feels like an adult concern, but habits and attitudes form early. Research shows children’s money habits start as young as age three and are largely set by age seven. As parents, we have a critical window to shape these patterns during the preschool and elementary years. The good news is that teaching [...]

Long-Term Thinking in a Short-Term World

April 5th, 2025|

When the Noise Gets Loud It seems like every day brings a fresh wave of chaotic news out of Washington, warnings of financial collapse, and rising geopolitical tension. The world can feel like it is coming apart. With so much uncertainty in the air, it is only natural to wonder whether adjustments should be made [...]

5 Ways to Get Organized Financially in the New Year

January 5th, 2025|

The new year is the perfect time to refresh your financial goals and gain better control over your money. Whether you’re planning for the long term or just looking to simplify your finances, organizing your financial life can bring peace of mind. Here are five key steps to get your finances in shape for 2025. [...]

Tips for Filling Out the FAFSA

December 13th, 2024|

For families with college students, financial aid season has arrived. The FAFSA is now available, and unlike last year’s rocky rollout of a revamped version, this year’s form appears to be relatively glitch-free. If you’re debating whether to complete the FAFSA, here are a few reasons why it’s worth the effort: […]