Blogs
The Three T’s of Effective Trustees
ESTATE & GIVING Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee – the person or entity who’ll manage the assets within your trust – is no easy task. This important role comes with a number of responsibilities and...
The Psychology of Money: How Your Mindset Affects Your Finances
Money is not just a tangible asset; it also holds significant psychological weight in our lives ,and the power of mindset cannot be underestimated. The way we think about money can greatly influence our financial decisions and behaviors. Our mindset plays a crucial...
Protect Your Loved Ones: Life Insurance For You
Life insurance can be a crucial tool for ensuring that the people you care about will be financially taken care of in the event of your passing. A life insurance policy’s death benefit helps enable confidence and protection through trying times. We feel these...
Boost Your Financial Literacy
In a world where financial decisions impact various aspects of our lives, being financially literate can be crucial for personal empowerment and success. From budgeting and saving to investing and retirement planning, understanding financial concepts can help pave the...
Opportunity Blooms in Tax Season
TAX PLANNING Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So you worked...
Spring Clean Your Finances
As the flowers begin to bloom, the days get longer, and the weather begins to warm, you might be planning to do a deep spring clean of your home. While you’re planting a flower bed, cleaning out a closet, or clearing out your gutters, it’s also the perfect time to...
10 Common Scams & How to Avoid Them
Familiarize yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution or federal/state agency (e.g., IRS, Federal Reserve, FBI) saying that your financial accounts are at...
The Importance of a Will & Keeping it Updated
Having a will is a crucial aspect of estate planning that ensures your assets are distributed according to your wishes after you pass away. Without this legal document, the distribution of your estate will be determined by the laws of your state, which may not align...
The Simplicity of a SIMPLE IRA
Are you a small business owner looking for ways to help your employees save for retirement? If so, you may want to consider offering a SIMPLE IRA plan. A SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) is a retirement plan...
Reviving Your Retirement Plan: Accelerated Savings After 40
Retirement planning is a critical aspect of personal finance, yet many people find it challenging to save enough money for their golden years. If you're worried about your retirement plan, it's not too late to revive it, and if you don’t have a retirement plan, it’s...
Fall In Love With Your Finances
Spread the love this Valentine’s Day by falling back in love with your finances! Similar to a loving partner, your finances can support and empower you to achieve your dreams, as long as you invest the time and effort to nurture and grow them. So why not start today?...
Complimentary
Guides
