It’s graduation season — a time of celebration and new beginnings. While some graduates have jobs lined up, many others are navigating job searches anxiously. More than 60% of companies reported that they’re growing, and 40.8% of employers plan to increase salaries for bachelor’s degree graduates. Moreover, 52% of employers...

Many of our clients have come to us over the years with the same question — should I buy a vacation home or just continue to rent? As financial professionals, our answer is, “It depends.” Potential Advantages of Buying Possible real estate appreciation No rental costs when you vacation...

April is Financial Literacy Month — a perfect opportunity to reflect on your financial habits and take meaningful steps toward improving your financial well-being. Financial literacy is a lifelong journey of adapting, learning, and growing. Lessons from Tax Season Reflect on your tax return, address gaps in record keeping, and...

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy. Here are 10 steps to consider. Create a centralized location for documents — including account numbers, passwords, and professional contacts. Update beneficiary designations — a designation overrides your will. Consolidate and properly title accounts...

March is Women’s History Month. According to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021. Until 1974, a married woman often needed her husband’s permission to open a bank account, apply for a credit card, or...

This has always been a (really) ridiculous “holiday” to me but today seems extra cruel as thousands of federal employees continue to lose their jobs. Just wanted our friends in federal service to know our hearts are with you. We appreciate you. If you’re not a federal employee, you know...