November 2025 – For those who find joy in giving
As the holidays approach and we all start to reflect on the year behind us, it’s a good time to talk about gratitude. For many, giving is one of the most meaningful financial actions they [...]
For Those Who Already Need a Gut Check on Their Summer Spending…
With nice weather and long summer nights on the horizon, I was reflecting over the inevitable increase of my own personal expenses and also the consistent sentiment from clients about the velocity of cash going [...]
Key Tips for Aspiring Small Business Owners
With 33.2 million small businesses in the United States, it's crucial to periodically check in with clients to see if they have plans to start their own business. If you're considering opening a business in [...]
6 Reasons for a “Rainy Day” Emergency Fund
Just as an umbrella shields you from rain, an emergency fund protects you from sudden financial hardships. Here’s why having an emergency fund is essential for every household: First, consider unexpected expenses. Life is full [...]
November 2024: For those who aren’t making the most of their HSA this open enrollment season.
With open enrollment around the corner, it’s a great time to think about your healthcare options, especially if you’re wondering about Health Savings Accounts aka HSAs. These accounts are the most tax-advantaged investment vehicles that [...]
October 2024: For those who are curious about how the Federal Reserve’s recent rate cut will affect their lives…
As you’re likely aware, the Fed cut rates for the first time in four years this September by 50bps (0.50%), bringing the Fed Funds Rate to 4.75%–5.0%, signaling a shift toward preventing an economic slowdown [...]
