Our Insights

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

While a lot of things have moved to the digital world, it’s still safe to have backups of important documents. Here, we outline what financial documents you should back up to protect your crucial information.

This blog will talk about what a credit freeze is and how to freeze your credit.

This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably.

The tax season is officially here. If you haven't already, now is the time to get prepared.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

February is Black History Month, which is a great reminder to honor and celebrate the Black community. Here, we share a history of the heritage month and some ideas on how to get involved.

Did you know that the average person spends almost $200 on Valentine’s Day? Learn more about how Valentine’s Day spending has changed throughout the years!

Learn about the socioeconomic and philanthropic contributions of these 8 Black wealth builders.

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

America Saves Week is an annual celebration that focuses on saving successfully. This year, the campaign focuses on five critical aspects of saving. Learn more here!

This blog will share insights into how inflation is calculated to help readers understand this sometimes vague metric.

Important dates and essential financial data to help you plan for 2024.

Even if you hardly keep up with financial advice, you’re sure to know Warren Buffet’s name. As one of the most prolific investors and financial experts, he has many great quotes. Here are some of the best!

This blog will talk about National Mentoring Month and encourage people to get involved by mentoring those around them.

January is Financial Wellness Month, a time to check-in with your financial strategy.