Looking Toward 2024: Financial Resolutions for a Prosperous Year
As we approach the threshold of a new year, it's the perfect time to reflect on our financial habits. The New Year is a time when we make resolutions that can significantly impact our lives, including our financial well-being. Whether you aim to save more,...
4 Ways to Achieve a More Financially Secure Retirement
Planning for retirement is a crucial step in securing your financial future. A new study found that 70 percent of Americans plan to retire, but nearly half (42 percent) of them do not think they will have enough savings to do so. When planning for retirement,...
Effective Strategies for Managing Holiday Spending
The holiday season is a time of joy, celebration, and giving. Managing holiday spending can be the last thing on your mind. According to PWC’s Holiday Spending Statistics: 2023 Holiday Outlook, despite the recent inflationary challenges, consumers will increase spending by a healthy 7 percent this...
How to Stay Above Water in This Financial Climate
Although some financial pundits are more optimistic about the future, a recession is still expected in 2024. Inflation, the steady increase in prices for goods and services, erodes the purchasing power of money. It's a natural economic phenomenon, but when it accelerates rapidly, it can...
The Power of Charitable Giving: Maximizing the Impact of Year-End Donations
As the holiday season approaches and the year draws to a close, it's not only a time for festive celebrations and giving gifts to loved ones but also a time for charitable giving. How can you make the most of your year-end donations by considering...
Will College Savings Affect Financial Aid?
In this article, we delve into The Impact of College Savings on Financial Aid: Navigating the Path to Higher Education....
6 Reasons to Work with a Financial Professional
No matter what stage of life you’re in you could probably benefit from working with a financial professional. Here are six reasons why: You don’t know what you don’t know. Managing your finances on a day-to-day basis is one thing, but implementing a long-term, comprehensive financial...
How to prepare for your Financial Needs Consultation
When attending your first meeting with one of our Investment Counselors, it's essential to come prepared with the necessary information and documents to make the most of the session. Here are some items you should consider bringing: Financial Documents: Bring any relevant financial documents you have,...
The Importance of Asset Management
One factor in financial literacy is learning about the benefits of proper asset and property management practices....
Why Being Money-Smart Improves Your Future
This week is Money Smart Week. What exactly does it mean to be "Money-Smart"?...