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...
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...
Still Need to Do Day: Getting Your Financial House in Order
As the holiday season draws to a close and the year winds down, there’s a sense of urgency to tackle all the tasks you meant to do but haven’t quite gotten to yet. With the new year fast approaching, this period can feel overwhelming. Financial...
Smart Gifting: Balance Generosity and Finances This Holiday
The holidays are a time for giving, and there’s nothing quite like the joy of surprising loved ones with thoughtful holiday gifts. However, the spirit of generosity can sometimes lead us to overspend, causing financial stress well into the new year. A 2021 survey from...
2024 Holiday Spending Surge: Impact on Your Wallet & Investments
As we head into the 2024 holiday season, consumers and investors alike are gearing up for what is expected to be a significant surge in holiday spending. Retailers are preparing for increased activity, and early projections point to an overall boost in sales compared to...
College Savings for 2025: Tips and Strategies
As higher education costs continue to rise, saving for your child's college education has become an increasingly important financial priority for many families. Whether your child is just a toddler or is already in high school, it's never too early or too late to start...
Women Entrepreneurs Need a Path to Financial Freedom
Entrepreneurship offers women a unique path to financial independence and empowerment. Many women entrepreneurs in America have achieved significant success, but they also face unique challenges—particularly regarding long-term financial security. Women who carve their professional paths—out of necessity or ambition—face a series of distinct financial challenges....
Wrapping Up Your Finances: A Comprehensive Year-End Guide
As 2024 draws to a close, it's the perfect time to take stock of your financial situation and focus on wrapping up your finances in preparation for the year ahead. This comprehensive guide to year-end financial planning will walk you through essential financial tasks to...
Holiday Shopping & Financial Planning 2024
The holiday season is one of the most anticipated times, filled with festivities, family gatherings, and holiday shopping for gift-giving. But along with the joy and excitement comes the potential for overspending and financial strain. This year, retail sales in the U.S. are expected to climb...