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Our goal is to keep you, your family, and your friends up to date on everything from finance to health care. We strive to help you make the most informed financial decisions to help you achieve financial success, so you can enjoy everything life has to offer. That's what our blog is for!

Ready for Retirement? A Friendly Guide to the Next (and Possibly Best) Chapter of Your Life

Retirement. The grand finale. The victory lap. The moment you trade in your alarm clock for… whatever people who sleep past 6 AM use instead. Whether you’re five months or fifteen years away from clocking out for the last time, retirement planning doesn’t have to feel like you’re deciphering ancient hieroglyphics carved into a 401(k) statement. It can be clear, manageable, and—dare we say—kind of fun.

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Money Confidence 101: A Friendly Guide to Building a Financial Life You Actually Feel Good About

Money is an emotional creature. It can spark joy, spark stress, or spark that moment at 1 a.m. when you google “Can I retire on vibes alone?” (Unfortunately, no. The math people would like a word.) But while finance often feels overwhelming, here’s a fun fact: studies show that people who have a written financial plan are far more confident about their future. According to a recent Schwab survey, 65% of people with a written plan feel financially stable, compared to just 40% without one.

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The State of the Economy in 2025

The State of the Economy in 2025

Welcome to 2025, where the economy is like your Uncle Bob at Thanksgiving—predictable in its unpredictability. The headlines are full of dramatic twists, inflation is the talk of every dinner table, and interest rates have been on more rollercoaster rides than a county fair. But don’t worry; we’ve got your back. Let’s break it all down, keep it light, and figure out how to make the most of this wild economic ride.

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Th Top 10 Things to Consider When Preparing For Your Retirement Guide
Top 10 Actions When Preparing For Retirement

Planning for retirement income may seem like a daunting task, but can help you get a handle on preparing for your financial future.

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Ready for Retirement? A Friendly Guide to the Next (and Possibly Best) Chapter of Your Life

Retirement. The grand finale. The victory lap. The moment you trade in your alarm clock for… whatever people who sleep past 6 AM use instead. Whether you’re five months or fifteen years away from clocking out for the last time, retirement planning doesn’t have to feel like you’re deciphering ancient hieroglyphics carved into a 401(k) statement. It can be clear, manageable, and—dare we say—kind of fun.

read more
What’s Ahead for the Stock Market?

What’s Ahead for the Stock Market?

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there was less demand for products and services. While online shopping was up, foot traffic in stores languished and retailers suffered from reduced consumerism. Wholesale orders dropped, as did the need to transport them from manufacturers to distributors to vendors.

read more

Ready for Retirement? A Friendly Guide to the Next (and Possibly Best) Chapter of Your Life

Retirement. The grand finale. The victory lap. The moment you trade in your alarm clock for… whatever people who sleep past 6 AM use instead. Whether you’re five months or fifteen years away from clocking out for the last time, retirement planning doesn’t have to feel like you’re deciphering ancient hieroglyphics carved into a 401(k) statement. It can be clear, manageable, and—dare we say—kind of fun.

read more
What is “Stakeholder Capitalism”?

What is “Stakeholder Capitalism”?

In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much to reduce poverty worldwide. As trade agreements shifted many U.S. jobs and operations overseas, the average income of the lower 50% of global earners nearly double between 1980 and 2016. However, this came at a price, including the mass exodus of U.S. jobs and stagnant wages at the low-income scale.

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What’s Ahead for the Stock Market?

What’s Ahead for the Stock Market?

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there was less demand for products and services. While online shopping was up, foot traffic in stores languished and retailers suffered from reduced consumerism. Wholesale orders dropped, as did the need to transport them from manufacturers to distributors to vendors.

read more