January is Financial Wellness Month – Emergency Funds
After the hustle and bustle of the holiday season comes January, which also happens to be Financial Wellness Month. This month-long observance is a great reminder early in the year of why you should start building a strong financial foundation for the year ahead. “An emergency...
Data for Sale: Tips to Help Protect Your Private Information
On December 3, 2024, the Federal Trade Commission (FTC) announced a proposed settlement in legal action against a data broker named Mobilewalla, which was accused of using location data obtained through online advertising auctions to identify consumers by factors such as private home address and...
How to Review and Adjust Your Investment Portfolio for the New Year
The start of a new year is a natural time for reflection and goal setting, and for many, that includes reviewing their finances. While resolutions around spending less or saving more are common, one area often overlooked is the importance of reviewing and adjusting your...
January is Financial Wellness Month – Financial Smart Goals
After a busy (and costly) holiday season comes January – Financial Wellness Month. This makes it the perfect time to set the stage for your financial journey in 2025. Setting realistic financial goals is more than just listing what you’d like to achieve. It’s about creating...
The Importance of Reviewing and Adjusting Insurance Coverage Annually
As we step into a new year, there’s a lot on everyone’s mind—new goals, fresh beginnings, and, of course, resolutions. While many people focus on health, fitness, or financial goals, an essential yet often overlooked resolution is reviewing and adjusting your insurance coverage. Insurance provides a...
New Year’s Financial Resolutions
As the new year dawns, individuals and families often reflect on their financial goals and set ambitious resolutions to achieve them. It’s a prime opportunity to revitalize savings strategies and work towards a more secure financial future. Whether it's boosting retirement contributions, paying down debt,...
Financial Wellness Month – Budgeting for the Year
January is Financial Wellness Month, a time dedicated to building habits that promote financial stability and growth. One of the foundational pillars of financial wellness is budgeting—a tool for managing money, controlling spending, and working toward financial goals. It's easy to overspend. A recent survey by MarketWatch...
The College Enrollment Cliff: Planning Your Family’s Educational Future
American families planning for their children's education face a dramatically shifting landscape in higher education—the enrollment cliff leading to a projected 15 percent decline in U.S. college students between 2025 and 2029. Understanding the Enrollment Cliff The term "enrollment cliff" refers to an anticipated sharp decline in college-age...