Understanding Dividend Yields: A Guide for Investors
What are dividend yields, how they are calculated, and how to invest in dividends?
How to Organize Your Financial Records
What financial records should you keep and for how long?
Planning for a Once-in-a-Lifetime Experience
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.
What Are Stock Splits?
Stock splits occur when a company decides to split a single stock into multiples. Learn more about what this means for investors.
Famous Fall Recipes
Fall is the perfect time to get in the kitchen and make some new, cozy recipes. Here are three of our favorites!
What is a P/E Ratio and Why is it So Important?
Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!
Financial Planning for Fall Home Maintenance and Renovations
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
September is National College Savings Month! Use this month as an opportunity to learn more about how to save for college.
How Wall Street Measures Stock Volatility
Stock volatility is an important metric to consider when building your investment portfolio. Here, we explain what it is and how it’s measured.
If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?
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?
August 21st is National Senior Citizens Day
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!
How Often Should I Update My Estate Strategy?
When should you revisit your Estate strategy? What life events may necessitate an immediate review?
Opening Your First Safety Deposit Box
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?
“Is it too late to save for college?” Saving for higher education tax efficiently is possible no matter when you start.
Why Retirement Planning Is Different for Business Owners
How does retirement planning differ for business owners? Its a lot different from retirement planning for employees.
Looking to Trim Your Budget? Consider These 9 Ways to Save on Groceries Next Month
We need food, but we don't need to spend more than we have to on it. These 9 grocery shopping hacks can help stretch your monthly budget.
Number of 401(k) Millionaires Hits New High
How do you become a 401(k) millionaire? Follow these tips to help you reach the millionaire status.
How to Talk to Aging Parents About Their Finances
How do do you talk to aging parents about their finances?
2025 Key Numbers for Health Savings Accounts
What are the 2025 Health Savings Account (HSAs) contribution limits?
Cyber Nightmares and How To Prevent Them
AT&T announced today (7/12/2024) that a hacker obtained nearly ALL of AT&T’s customers call and text records. Companies such as AT&T, the federal government, banks and other financial institutions take cybersecurity very seriously. In spite of their best efforts, they can still get hacked. Trillions of dollars are at stake! Here's how you can protect yourself.