Keeping You Informed 

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!

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.

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!

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.

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!

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

Weddings are a joyous occasion, but they can also be expensive! Here are some helpful tips for budgeting for the big day. What are the top weding expenses to consider?

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

This blog will talk about Mental Health Awareness Month, which occurs in May, and share resources for those struggling with mental health.

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

This blog explains why it’s important to shred sensitive documents and provides tips on how to find a Shred Day event.

This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.