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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. So keep checking in. We’re glad to have you reading along.

 

Thursday, January 6, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

 

Tuesday, January 4, 2022

“Keep it Simple, Stupid” is a great approach to organizing your finances. Some folks think financial planning is very difficult. While certain aspects are hard, such as constructing the right asset allocation to meet your...

 

Thursday, December 9, 2021

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...

 

Wednesday, December 8, 2021

Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws to a close. The current economic recovery, which started in May 2020, has benefited from...

 

Tuesday, November 9, 2021

Black Friday is sometimes the largest shopping holiday of the entire year. Millions of people typically shop in stores or online on Black Friday to score the top deals on must-have holiday gifts. While it may be easy to become...

 

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Wednesday, November 3, 2021

Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and...

 

Friday, October 15, 2021

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic....

 

Wednesday, October 13, 2021

Being a woman in business today comes with many obstacles, but it may also bring some unique advantages and opportunities. By navigating challenges and taking advantage of opportunities that come their way, women can go further in...

 

Thursday, October 7, 2021

Retirement is often an elusive topic for many people because it requires the integration of so many unfamiliar choices. As financial planners we’ve helped clients negotiate everything from aspirational goals to the mundane...

 

Friday, September 10, 2021

Single parents are faced with the pressure of supporting an entire household on their own—which can often make paying for college seem like an insurmountable goal. Fortunately, there are several different ways for single parents...

 

Thursday, August 26, 2021

The golden rule of financial planning: if you can plan it, you can pursue it. Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it. Check out these four steps to help you work towards financial...

 

Thursday, March 30, 2017

Are Millennial Women Saving Enough for Retirement? The available data is more encouraging than discouraging. Women 35 and younger are often hard-pressed to save money. Student loans may be...

 

Tuesday, March 28, 2017

Insurance is defined as protection against a financial loss. Most people have insurance - homeowner’s insurance, car insurance and health insurance - but forget to protect their own lives in the event of their untimely death. We...

 

Monday, October 17, 2016

You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. You also may...