As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. Read more
Beyond The Season of Giving: How to Create a Structured Giving Plan
With the end of the year fast approaching, making charitable donations is on everyone’s mind. Not only to support one’s favorite charities but also to take advantage of the significant tax deductions available to taxpayers in certain circumstances. Read more
Finding Inflation’s Footing
It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. Read more
October’s Cybersecurity Awareness Month: Simple Tips to Keep You Safe Online
Cybersecurity Awareness Month – observed every October – was created as a collaborative effort between government and business to ensure every American has the resources they need to stay safer and more secure online. Read more
Changes Are A-Comin’ for the FAFSA
Fall is in the air. The kids have headed back to school. It is an exciting and busy time of year for most of us, but it’s particularly hectic for high school seniors getting ready to apply to colleges. As we all know, the cost of higher education is an expensive endeavor. Read more
Conversation on College with My Rising 9th Grader
Now that my son is entering high school, I plan to talk to him about college by sharing some helpful information to set his expectations and to impart upon him why college is an essential investment in his future. Here are some key points I plan to make: Read more
Protecting Seniors from Financial Fraud
June was World Elder Abuse Month, making now a good time to reflect on some of the financial hazards the elderly are particularly vulnerable to. Fraud surges typically happen during tax season, the holidays and throughout disasters and pandemics. Read more
Crazy for Crypto: Our Opinion on “Investing” in Cryptocurrency
There is little doubt that cryptocurrency is having a significant impact on the world around us. Indeed, cryptocurrencies are so popular one literally needs to work to not hear about them on a daily basis. It is no wonder the public is clamoring to invest in the next big crypto coin. Read more
Finding Your Financial Footing: Tips for A Post-Pandemic World
As we emerge from the worst of the pandemic and subsequent lockdowns, people may be eager to resume travel, eat out, and attend entertainment events. In economist-speak, there is a lot of pent-up consumer demand in the economy. Read more
The State of ESG & Sustainable Investing
In honor of the 51st Earth Day on April 22nd, we thought we’d provide an update on one of our favorite topics, Environmental, Social & Governance (ESG) investing, also often referred to as sustainable investing. Here are several themes: Read more
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