Kid-Friendly Money Concepts

Kid-Friendly Money Concepts

How do you talk to your kids about money?   More importantly, how do you react when they ask about it? Do you embrace it or avoid it? Much of your reaction depends on how you interacted with your parents about money. For many of us, that involved silence!...
Is The Glass Half Full?

Is The Glass Half Full?

As we embark on our Q4 client meetings, the general sentiment is clear: most view the glass as half empty. But, if we pause for a second, a handful of factors indicate the glass is half full. Continue reading to get our take on the improvements in the macroeconomic...
Cold Hard Cash

Cold Hard Cash

It’s been a LONG TIME since investors had an option to earn interest on cash! What should you do? It’s time to put your cold hard cash to work. How did we get here? Economists will rewrite textbooks for the fiscal and monetary policy events over the past 30...
Top 10 Items To Tackle Before 2023

Top 10 Items To Tackle Before 2023

​As we enter the last month of summer, let’s take time to address our top 10 items to tackle before 2023. Open Enrollment Are you taking FULL advantage of your employer’s benefits? Do you need to reassess your health care plan? Is your plan HSA-eligible, and if...
Exhausted By The Market Noise?

Exhausted By The Market Noise?

Exhausted by the market noise causing these turbulent times? What can you do?   Let’s start here: What happened? What’s to come? What should you do?   As of June 30, 2022, the S&P 500 had its worst start to the year since 1970. These detrimental...
Tackling The College Funding Puzzle

Tackling The College Funding Puzzle

Let’s break down college funding considerations by addressing six key concepts. How much can you afford to spend on college? 99.9% of people should fill out the FAFSA. Why? Because it calculates your EFC, which stands for the “Expected Family Contribution.” Many...