Blogs

Fall In Love With Your Finances

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?...

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10 Ways To Teach Your Children About Money

10 Ways To Teach Your Children About Money

Teaching children about money is an important life skill that can help them make sound financial decisions when they grow up. Besides the basics that children learn in an elementary classroom, it is vital for parents to continue this education on how to utilize and...

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A Grateful Thanksgiving

A Grateful Thanksgiving

Written by: Gary Gainspoletti, CPA, CFP® For the most part, Thanksgiving should be one of the most important events on our calendar but for many it’s just another day off of work.  Just for a few moments this year take some time to reflect on the many things in your...

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How To Manage Your Online Shopping This Holiday Season

How To Manage Your Online Shopping This Holiday Season

Online Shopping has become an integral part of our daily lives. It offers convenience, comfort, and a wide range of products at our fingertips. However, it can also have a significant impact on our income if not managed properly. One of the primary ways in which...

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Why It’s Frightening To Not Have A Financial Plan

Why It’s Frightening To Not Have A Financial Plan

What’s the scariest thing we can think of? A person that doesn’t have a financial plan. You may have read our previous blog post about October being Financial Planning month. (If you didn’t, find it here ) Halloween marks the start of the holiday season coming up (aka...

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Fashion & Finance

Fashion & Finance

Do you have some amazing things in your closet that you are always going to have no matter what? Having the key pieces to a sound financial plan in place is much like having those key pieces of clothing in your closet. The Yoga Pants: Probably the most comfortable and...

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Making the Most of Your Employer’s Retirement Plan Match

Making the Most of Your Employer’s Retirement Plan Match

One of the best ways to save for your retirement is by participating in your employer's retirement plan. While not required to do so, many employers offer a retirement plan that includes a matching contribution. A matching contribution is money that your employer adds...

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Financial Abuse of Women & the Elderly

Financial Abuse of Women & the Elderly

Financial Abuse is the unlawful or improper use of someone else's financial resources for personal gain, causing harm or distress. It involves a pattern of controlling and manipulating the financial aspects of a person's life. It is a common tactic used by abusers to...

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Financial Planning Month – October 2023

Financial Planning Month – October 2023

Along with Breast Cancer Awareness month, October is Financial Planning month, a time to focus on the importance of personal finance management. Financial Planning month is observed nationwide during October. With the holiday season coming up (aka hefty gifting...

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