
Navigating Educational Dreams You’ve encouraged your young ones to excel academically since they first picked up a crayon, so it’s tough to rain on their parade by discussing finances as they weigh their college options. Whether you’re welcoming a new baby into your family, or watching your children/grandchildren embark on their high school years, it’s […]

More Valuable Than Beanie Babies: The WHO, WHAT, and WHY of a Life Insurance Review Life insurance. At times, it can feel like one of those collectibles stashed in your attic. You believe you have it. You purchased it (but you might not remember when, why, or from who.) But its exact whereabouts – and […]

The Federal Reserve raised interest rates by a quarter point in July. This is the eleventh increase in a series of rate hikes, and it brings the federal funds rate to its highest level since 2001. The Fed is raising interest rates in an effort to combat inflation, which is currently circling around 3%. The […]

When it comes to money, we are usually our own worst enemy. We spend too much when we should be saving. We get cautious when we should take risk. Blame your brain. Dr. Daniel Crosby, a behavioral finance expert, explains that our human brains were programmed for fight or flight. This makes decisions about money […]

Business ownership is a journey that often spans decades, filled with challenges, growth, and achievements. You may have built your business from the ground up or perhaps it was started a generation ago by your grandparents. Regardless of how, chances are it’s your single largest asset and therefore any decisions you make are significant. Whether […]

Remember that feeling of love and care you had for your car? You meticulously washed it, pampered it, and gave it the attention it deserved. After all, you knew that neglecting regular oil changes and maintenance would drastically shorten its lifespan. But let’s pause for a moment and ask ourselves an important question: If we […]

A goal without a plan is just a wish. When it comes to your retirement, you don’t deserve financial security, you deserve a well-defined strategy that aligns with your goals for the future. The truth is, you deserve to retire your way, and that requires a blueprint that is in alignment with your aspirations for […]