Groundhog Day • Stop Repeating Financial Mistakes
Are you repeating the same financial missteps over and over? Check out our latest video from Emily Promise, on how to get out of the Groundhog Day loop with your money this year!
Year-End Finance Tips
As we approach year-end, now is a great time to take advantage of several end-of-the-year financial planning tips that you may have been procrastinating on. Watch now for tips from
Following the Inflation Debate
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the “base effect” to blame?
Grandparent 529 Plans Get a Boost Under New FAFSA Rules
529 plans are a favored way to save for college. A new law streamlines the FAFSA and makes changes to the formula that’s used to calculate financial aid eligibility.
Money Lessons for College Students
How are you preparing your children for lifelong financial success through their college experience?
Traditional IRA Vs. Roth IRA: Choosing the Best Fit
IRAs are a type of savings account designed to help you put money away for retirement in a tax-advantaged way.
Diversification: Having Your Eggs In Different Baskets
Diversification is the art of not putting all your eggs in one basket and helps limit exposure to loss in any one investment or one type of investment.
Financial Wellness In The New Year
With the new year comes all sorts of resolutions and goal setting. Have you taken inventory of your finances and your financial goals?
Outlook 2021
Where We Are and Where We’re Headed
Family Finance Meetings
Holiday gatherings are an opportunity for families to schedule and discuss financial well-being.