Women in Motion 2022 Summit
Donna Blakely & Shaylen Brown had the honor of attending the Women In Motion 2022 Summit.
March 2022 Market Update Video
The stock markets’ bumpy ride continued in February. Last month’s top story was rising geopolitical tensions between Russia and Ukraine, but how did the markets do overall?
Raising Money-Smart Teens
Here are a few age-based tips to help teens learn about earning, spending, and saving money.
When Buying Is Easy, Paying Later Can Be a Problem
At first glance, Buy Now Pay Later (BNPL) may seem like a worthwhile convenience, but there are good reasons to think twice before committing to installment purchases.
What’s the Difference Between Medicare and Medicaid?
What’s the difference between Medicaid and Medicare?
Tax Season Scams Alert
With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring to meet all relevant tax deadlines. But in all the hustle and bustle, taxpayers also need to keep an eye on the risks, especially tax season scams.
Will You Have Enough to Retire?
The number one question that our team gets asked is “Will I have enough or do I have enough to retire?” Here are some tips from Rob Blakely, CFP® to ensure you’re retirement ready!
What Does the Russia-Ukraine Crisis Mean for Investors?
What does the Russia-Ukraine crisis mean for investors?
Will Your Assets Last As Long As You Do?
Do you know how long YOUR assets will last? Watch now for tips from Emily Promise, CFP®, on how to set yourself up for lasting success.
Financial Planning is an Act of Love
When you think of Valentine’s Day, you may not always think of financial planning, but we do! Consider giving a unique and lasting gift: a strong financial plan!