The COVID pandemic triggered a lot of life changes, especially for working women taking care of their children. Many mothers were forced to take a step back in their careers or quit their jobs altogether to take care...
NEWS & INSIGHTS
Hot Topic: Series I Savings Bonds
Over the past few months, inflation has continued to rise. Standing out from the sea of negative inflation-related headlines, however, is one “positive” one: the rise in popularity of Series I savings bonds. In May...
Should You Buy a House in Today’s Market?
The housing market has soared in recent years, with the largest percentage price increases in modern history. The market is so strong that bidding wars and contingency waivers are common in hopes of winning a contract...
A Difficult First Half of 2022: Second Quarter Commentary
Both stocks and bonds were battered in the second quarter, with stocks temporarily entering an official bear market. Inflation reached the highest level in decades, putting heavy pressure on personal spending,...
Credit Freezes, Fraud Alerts and Best Practices
The thought of becoming a victim of identity theft or other financial scams can be stressful. Thankfully there are preventive actions you can take to help protect yourself. Here we discuss credit freezes, fraud alerts,...
Tools and Resources for Introducing Kids to Money Management
The latest online technology along with bank accounts geared for kids have transformed the process of teaching your children about money. User-friendly resources make it easier and fun for kids to expand their...
Daily Money Managers
Daily financial tasks such as paying bills and budget tracking can build up and become overwhelming. Whether you are a busy, high-net-worth entrepreneur or a recently widowed spouse, managing your finances can be...
Aptitude Testing: Helping to Make Wise College and Career Decisions
A college education is one of the most significant expenses faced in life. An education is an investment in yourself; one that will impact your future, your finances and more. Making big life decisions such as what...
Inflation and Your Investments
Anyone who has made a purchase recently, from gas to groceries, has felt the effects of the current inflation spike. Unfortunately, even investments have not been spared. Many people are understandably concerned about...
Health Savings Accounts (HSAs)
With healthcare expenses on the rise, we regularly meet with people who have questions about health savings accounts (HSAs). A health savings account can be a powerful tool in your financial planning arsenal. Yet, we...
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