Women and Financial Literacy
According to studies, women are falling far behind men in financial literacy. Not that men are all that much more impressive either Men apparently do not know much about the topic either.
9 Money Tips New Graduates Should Know
This article explores 9 essential money tips that every new graduate should know.
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: Your finances are important. They require the same thoughtful attention you give other areas of your life. No matter what stage of...
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...
Why Retirees Are Expected to Sell Their Homes in These Cities
By moving houses, the average American over 60 can unlock approximately $100k of home equity. But, where in the US are retirees expected to sell their homes?
New Clean Vehicle Tax Credit Guidance Issued
Assuming other requirements are met, the amount of the credit will generally be the full $7,500 for new clean vehicles (other than fuel cell vehicles) as long as both the critical minerals and battery components requirements are met
Understanding (and Closing) the Gender Investing Gap
After being locked out of the investing world for centuries, women have proven to be successful investors. According to a 2021 study by Fidelity, not only do women consistently earn higher returns than men, but they are also able to add more to their account...
5 Strategies for Maximizing Your College Savings
Pursuing higher education is a dream for many individuals, but the rising costs of college can often be a major roadblock. However, with careful planning and strategic thinking, you can set yourself up for success and maximize your college savings. These five effective strategies can...