Celebrating 529 Day – Boost Your College Savings
As higher education costs continue to rise, finding effective ways to save for college becomes increasingly important. May 29 (5/29) is a national day of awareness for 529 college savings plans. It’s a day to reflect and a reminder for families to evaluate their education...
REAL ID Deadline Fast Approaching
After years of numerous delays, the REAL ID enforcement deadline is scheduled for May 7, 2025. 1 What is a REAL ID? A REAL ID is a type of enhanced identification card that is signified by a star marking in the upper top portion of the card....
Income-Generating Investments: Building Passive Cash Flow for the Future
Financial Literacy Month is a great time to focus on investment strategies that create steady income. Many people think of investing as a way to grow wealth over time, but it can also be a powerful tool for generating passive income. Successful investors and entrepreneurs have...
Investment Strategies for an Evolving Market in 2025
Investors face rapid technological change, economic shifts, and global market forces, making investment strategies more challenging than ever. Understanding how to navigate these waters requires both strategic thinking and tactical flexibility to build and maintain a resilient investment portfolio. Understanding Today's Market Dynamics "Today's markets require a...
Why an Investment Counselor Could Be Your Financial Secret Weapon
Ever wondered how some people seem to have their financial life completely figured out? Chances are, they're not doing it alone. Behind many successful financial journeys stands a trusted partner: an investment counselor. These financial professionals do way more than just shuffle around your investment...
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...
How to Get Smart About Credit
Credit plays a pivotal role in our financial lives. Whether you're looking to buy a house, start a business, or manage day-to-day expenses, understanding how credit works can make a difference. Get Smart About Credit Day is an annual event that aims to enhance consumers...
Lower Interest Rates Could Affect Your Financial Future
In September, The Federal Reserve (or "the Fed" for short) lowered interest rates. This change could affect your investments and retirement planning. Why is this significant? Think of interest rates as the cost of borrowing money. When rates are high, it costs more to borrow. When...
Summer Savings: Maximizing Your Finances
Making the Most of Your Finances During the Summer Months As the temperatures rise and the days grow longer, many of us eagerly anticipate the joys of summer. The summer offers plenty of fun and relaxation opportunities, from vacations and outdoor activities to barbecues and beach...