What You Should Know for National Preparedness Month
This blog will celebrate National Preparedness Month by outlining things people can do to protect themselves and their families in case of an emergency.
What is The Fed, and What Do They Do?
A refresher course on understanding “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.
September is National College Savings Month
This blog shares tips for saving for college in honor of National College Savings Month in September.
Understanding Social Security Benefit Taxation
This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.
September Is Life Insurance Awareness Month
This article will use Life Insurance Awareness Month as an opportunity to talk about the importance of life insurance.
The Best Baking Podcasts for Fall
These podcasts share fun baking podcasts to ring in the new season.
Why Many Americans Retire Earlier Than Planned
This blog will explain why some people choose to retire early and the pros and cons of that decision.
Smart Credit Card Strategies
Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.
Summer Geocaching Fun
Discover geocaching, a fun new way to merge technology and the outdoors and explore your surroundings.
Retirement Planning Looks Different for LGBTQ+ Couples. Here's Why.
This blog post discusses retirement planning considerations for LGBTQ+ couples.
August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
Your Guide to Equity Compensation
Whether your clients are new to equity compensation or simply looking to learn more, this article provides a comprehensive guide to the different types of equity compensation, how they work, and their potential risks and rewards.
Should I Accept a Free Credit Lock?
This blog explores the pros and cons of accepting a free credit lock offer, including differences between credit locks and freezes, and provides tips for protecting your credit.
What Documents Should I Keep vs Shred?
This blog will provide tips to help people understand what documents they should keep and what documents they should shred.
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
What To Know Before Retiring Early
Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.