Keeping You Informed 

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.

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.

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!

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.

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.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

When it comes to information-stealing scams, there’s good news and bad news. The good news is that we are getting scammed less.

Your home is your safe space, so receiving notice that your home insurance policy is being dropped can be incredibly unsettling. There are ways to ensure you don’t have a lapse in coverage and that you get all your questions answered. Learn more here.

Home renovations are expensive, but is it worth it? Well, that depends on how you calculate the ROI of the renovations. Here, we share some factors to consider and the invaluable aspects of doing your homework.

What are the top 10 largest university endowments, including both private and public universities? These endowments, often built over decades or even centuries, support an institution's academic mission, fund research, provide scholarships, and ensure its overall financial health.

Are you considering accepting a free credit lock offer? Our latest blog explores the pros and cons, the difference between credit locks and freezes, and provides tips for protecting your credit. Read more!

This blog will explain a bond ladder, its benefits, and how to build one.

Freelancing opens up many opportunities for customized retirement plans. Here are some challenges and opportunities to take control of your financial future.

This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.

As you step into the “real world,” one of the most crucial skills you can develop is financial literacy. Here are some tips to help you navigate the exciting yet challenging journey toward financial independence. Here are some financial tips to help set recent graduates up for success.