Keeping You Informed 

What does financial wellness mean to you? How do you get started creating a financial plan and investment strategy? Here are some questions to consider to advance your financial goals.

Anyone can set a New Year’s resolution, but it takes discipline and planning to achieve it! Here, we share some of the most common financial New Year’s resolutions and specific tips on sticking with them. So, what are the most common financial New Year's resolutions?

With the advance of remote working and non-traditional career paths, more people are turning to “temporary retirement.” What is it and is it right for you?

Where you live determines when you retire. Here are the U.S. states with the oldest and youngest average retirement ages.

Digital estate planning is a new form of protecting your assets. What Is a Digital Estate and How Do You Protect It? Learn more about what a digital estate is and how you can safeguard yours.

How do you keep your personal data safe, both on- and offline? Learn some important identity theft prevention tips here.

What are dividend yields, how they are calculated, and how to invest in dividends?

What financial records should you keep and for how long?

Planning for a Once-in-a-Lifetime Experience: When it comes to life, I value experiences more than things. I also don't believe in "bucket-lists", I think it is better to create a "To Do" list. To do list are typically organized by priority, with the most important priorities at the top of the list and the least important at the bottom. What's great is that over time our priorities change, and we can move items up and down the list, even remove them. A bucket list has always seemed to be a fixed list of things we might like to do, but never do. Often a lot of planning can be involved to have a once-in-a-lifetime experience.

Stock splits occur when a company decides to split a single stock into multiples. Learn more about what this means for investors.

Fall is the perfect time to get in the kitchen and make some new, cozy recipes. Here are three of our favorites!

Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!

Fall is a season for change, which may also apply to your home! If you’re planning any fall home maintenance or renovation projects, we’re here to provide some guidance.

September is National College Savings Month! Use this month as an opportunity to learn more about how to save for college.

Stock volatility is an important metric to consider when building your investment portfolio. Here, we explain what it is and how it’s measured.

Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?

Did you know that August 21st is National Senior Citizens Day? Learn more about the holiday and discover ways to celebrate the older adults in your life, both today and every day!

When should you revisit your Estate strategy? What life events may necessitate an immediate review?

Safety deposit boxes are a great option for storing valuables and important paperwork. Learn more about this option and whether it’s right for you.

“Is it too late to save for college?” Saving for higher education tax efficiently is possible no matter when you start.