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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!

The Economy, Explained: What the Numbers Say, What the Headlines Miss, and Why It Matters to You

If the economy had a personality, it would be that one friend who texts “we need to talk” and then disappears. Suddenly everyone’s anxious, headlines get dramatic, and you’re wondering if buying eggs now qualifies as a long-term strategy. The truth is much calmer—and far more practical. The economy isn’t a mysterious force controlled by Wall Street or Washington alone.

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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.

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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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This is Your Brain on Technology

Facebook CEO Mark Zuckerberg recently announced that the company is rebranding as “Meta.” The initiative is designed to focus the company’s vision on virtual reality (VR) in the future, through what Zuckerberg refers to as the “metaverse.”

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U.S. Health Care in a Post-COVID Era

As many workers returned to their offices this fall, employers took on much of the expense of paying for weekly COVID testing, as well as insurance coverage and paid leave for sick and quarantined workers. These extra expenses may well lead to higher insurance premiums for everyone.

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Who Wants To Work?

An important economic driver for America — working consumers — is dwindling. For example, the Denver International Airport recently hosted a concessions job fair to fill around 1,000 openings at the airport for jobs at stores, restaurants, and other businesses.

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Pets and Pet Insurance

One of the silver linings coming from the pandemic is that when pet shelters had to close temporarily during lockdowns, a call went out for foster homes so animals would continue receiving the necessary attention. Many of those pets were so loved that they were adopted rather than returned to shelters.

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Who’s Paying Higher Prices?

You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains, extreme weather events, labor shortages/higher wages, and higher demand are not currently reflected in many consumer prices.

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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.

The Economy, Explained: What the Numbers Say, What the Headlines Miss, and Why It Matters to You

If the economy had a personality, it would be that one friend who texts “we need to talk” and then disappears. Suddenly everyone’s anxious, headlines get dramatic, and you’re wondering if buying eggs now qualifies as a long-term strategy. The truth is much calmer—and far more practical. The economy isn’t a mysterious force controlled by Wall Street or Washington alone.

read more
Tax Notes

Tax Notes

This year, the official start date for filing 2021 income tax returns was Jan. 24, and the season ends on April 18 for most filers. According to the IRS, the typical period for refunds is three weeks or less. Be aware that you can speed up the process by filing electronically and submitting your direct deposit information.

read more
The 2022 Economy: Reasons To Be Positive

The 2022 Economy: Reasons To Be Positive

Year-end brought a resurgence of COVID-19 panic, led by the onset of the omicron variant in the United States. Families and friends met in large gatherings during the holiday season, the weather got cooler — sending people indoors — and hospitals became overwhelmed with new coronavirus cases.

read more
The Business of Influencing

The Business of Influencing

For centuries there have been leaders in government, companies, churches, and local communities that influence people through their opinions. Then advertisers took advantage of this phenomenon to influence consumers with print advertisements and commercials.

read more
This is Your Brain on Technology

This is Your Brain on Technology

Facebook CEO Mark Zuckerberg recently announced that the company is rebranding as “Meta.” The initiative is designed to focus the company’s vision on virtual reality (VR) in the future, through what Zuckerberg refers to as the “metaverse.”

read more
U.S. Health Care in a Post-COVID Era

U.S. Health Care in a Post-COVID Era

As many workers returned to their offices this fall, employers took on much of the expense of paying for weekly COVID testing, as well as insurance coverage and paid leave for sick and quarantined workers. These extra expenses may well lead to higher insurance premiums for everyone.

read more

The Economy, Explained: What the Numbers Say, What the Headlines Miss, and Why It Matters to You

If the economy had a personality, it would be that one friend who texts “we need to talk” and then disappears. Suddenly everyone’s anxious, headlines get dramatic, and you’re wondering if buying eggs now qualifies as a long-term strategy. The truth is much calmer—and far more practical. The economy isn’t a mysterious force controlled by Wall Street or Washington alone.

read more
Replenish Emergency Funds

Replenish Emergency Funds

Americans have largely been on one of two tracks since the beginning of the pandemic: Those who suffered income and net worth losses and those who gained wealth. A good example of this was the result of relief checks mailed out by the federal government.

read more
Tax Notes

Tax Notes

This year, the official start date for filing 2021 income tax returns was Jan. 24, and the season ends on April 18 for most filers. According to the IRS, the typical period for refunds is three weeks or less. Be aware that you can speed up the process by filing electronically and submitting your direct deposit information.

read more
The 2022 Economy: Reasons To Be Positive

The 2022 Economy: Reasons To Be Positive

Year-end brought a resurgence of COVID-19 panic, led by the onset of the omicron variant in the United States. Families and friends met in large gatherings during the holiday season, the weather got cooler — sending people indoors — and hospitals became overwhelmed with new coronavirus cases.

read more
The Business of Influencing

The Business of Influencing

For centuries there have been leaders in government, companies, churches, and local communities that influence people through their opinions. Then advertisers took advantage of this phenomenon to influence consumers with print advertisements and commercials.

read more
This is Your Brain on Technology

This is Your Brain on Technology

Facebook CEO Mark Zuckerberg recently announced that the company is rebranding as “Meta.” The initiative is designed to focus the company’s vision on virtual reality (VR) in the future, through what Zuckerberg refers to as the “metaverse.”

read more