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.
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.
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.
More Financial Lessons from Famous Dads
This blog will feature more short financial lessons and pieces of advice from famous dads.
Celebrating Juneteenth: The American Jubilee
A look at Juneteenth and how it became an American holiday.
June is Pride Month: How to Invest in LGBTQ+ Friendly Companies
Celebrate Pride Month by sharing how investing can align with values in this helpful article.
June is American Housing Month
This blog will celebrate American Housing Month, give an outline of the holiday's history, and talk about how important home ownership has been in our country’s history.
Estate Planning: Tax Planning
Helping your clients with the year-round effort to maintain your tax strategy.
Moving for Work? How to Get a Tax Deduction
If you’re relocating for work it’s important to understand the tax benefits involved. Learn how to receive the appropriate tax deduction.
Could You Pass This Basic Social Security Quiz?
A look at some Social Security basics everyone should have in mind as they approach retirement age.
Mid-Year Financial Check-In: Are You On Track To Reach Your Year-End Goals?
With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.
Are You Prepared For An Estate Tax Sunset?
Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.