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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, April 27, 2026

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. That's because filing taxes is both a look at the past and a chance to create a roadmap for the future.Did you end...

Thursday, April 9, 2026

Now is a perfect time to focus on financial literacy—a crucial skill that can help almost everyone.Remember those early money lessons, perhaps with a childhood piggy bank. This is a great opportunity to reflect on how those experiences...

Monday, March 23, 2026

Portfolio changes should be driven by what's happening in your life, not by what's happening in the world. This month's chart is a reminder of why. 76 Years of HeadlinesThe S&P 500 has weathered oil embargoes, a pandemic, and plenty of...

Wednesday, March 11, 2026

Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax preparation season and the annual deadline for completing and filing your return. As important as proper tax prep is, some...

Tuesday, February 3, 2026

As tax season approaches, a little early organization may help things feel more manageable. This time of year often brings a steady flow of paperwork, deadlines, and decisions, so this message is simply a supportive reminder to help...

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Wednesday, January 28, 2026

January is Financial Wellness Month. Financial wellness can mean many things, depending on the person in question. For those starting in life, it means building a strategy; for those who’ve been at it for a while, it means maintaining...

Tuesday, November 18, 2025

Explore the impact of practicing gratitude beyond Thanksgiving, fostering connections and positivity year-round. Learn how simple acts can enrich lives.

Friday, November 7, 2025

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched doctors,...

Tuesday, October 28, 2025

The Social Security Administration has announced a 2.8 percent cost-of-living adjustment (COLA) for 2026, impacting approximately 75 million Americans receiving Social Security and Supplemental Security Income (SSI) benefits. The...

Tuesday, October 21, 2025

Have you heard of the concept known as “Revenge Savings”? Gen Z’ers (born 1997 to 2012) have popularized the “vibe-based budgeting” this year. It’s the idea of stockpiling money to prepare for economic uncertainty, including a cooling...

Wednesday, October 1, 2025

October marks National Financial Planning Month, making it an ideal time for a financial health check-up. Just as you schedule annual medical exams, this month offers a natural opportunity to assess your financial situation,...

Thursday, September 4, 2025

Did you know that for the 2024–2025 academic year, the average cost for one year of college—including tuition, fees, room, board, and other expenses—is $29,910? That price is for public four-year, in-state schools. To attend a private...

Tuesday, August 5, 2025

Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...

Wednesday, July 23, 2025

Sometimes unconventional indicators can shed some light on what’s happening with the economy. As you can see, traffic from 20-foot ocean containers is at its highest level since January 2022. That’s a solid rebound from earlier in the...

Monday, June 16, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Monday, June 2, 2025

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same this year? Has market...

Thursday, May 1, 2025

We honor our military service men and women all throughout the year. May is set aside to specifically celebrate the men and women who made a decision to join the armed forces protecting our country. This article is for them.

Tuesday, April 8, 2025

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Wednesday, January 15, 2025

Are you waiting to invest until you have more funds to work with? Don’t wait! The size of your portfolio 20, 30, or 40 years from now won’t reflect the dollar amount you start with today; rather, it will almost entirely rely on the...

Monday, January 6, 2025

Happy New Year! 2025 is here, bringing optimism about the year ahead (thanks to a resilient economy). It also brings some uncertainty about stubbornly-high inflation and how policies proposed by the incoming Trump administration could...

Friday, November 8, 2024

How is it already November? On November 28th, we'll gather with friends and loved ones to express our thanks and gratitude as we indulge in a delicious Thanksgiving feast. Though eating turkey is an essential part of Thanksgiving for...