Keeping You Informed 

Energy-efficient home upgrades are good for the environment and your wallet. Learn more about how to calculate the ROI of your home upgrades.

Are you struggling with rising home insurance premiums? Check out these practical tips to help lower your costs!

This blog will be about what 401(k) hardship withdrawals and loans are and their considerations before using these funds to pay for a financial emergency.

Starting a retirement fund early is great, but it’s never too late to start saving! Here, we share some tips on how to save for retirement later in life.

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.

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.