What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Friday, May 12, 2023

Happy Mother's Day to all of the hardworking and incredible moms out there! As a mother, you constantly think about your children's well-being and security. Read our article on raising a family and staying insured at every stage.

Friday, May 5, 2023

It's Teacher's Appreciation Week! In light of this, we thought it would be a good time to discuss 403(b)s. What is a 403(b) and what are the benefits of investing in one?

Tuesday, February 7, 2023

Congress recently enacted landmark retirement legislations known as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans.

Monday, January 23, 2023

Recent updates on the Secure Act 2.0 and how it impacts you.

Monday, August 22, 2022

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...

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Monday, August 15, 2022

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...

Monday, August 8, 2022

Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents, which means they may spend...

Monday, August 1, 2022

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...

Sunday, May 29, 2022

Sunday, May 22, 2022

Sunday, May 15, 2022

Monday, April 25, 2022

Monday, April 18, 2022

Monday, April 11, 2022

Monday, April 11, 2022

Wednesday, April 6, 2022

Monday, April 4, 2022

Tuesday, March 29, 2022

Tuesday, March 22, 2022

Monday, March 21, 2022

Tuesday, March 15, 2022

Tuesday, March 8, 2022

Tuesday, February 22, 2022

Tuesday, February 15, 2022

Tuesday, February 8, 2022

Tuesday, February 1, 2022

Monday, January 24, 2022

Monday, January 17, 2022

Monday, January 10, 2022

Tuesday, January 4, 2022

Tuesday, December 28, 2021

Tuesday, December 21, 2021

Tuesday, December 14, 2021

Tuesday, December 7, 2021

Tuesday, November 30, 2021

Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which may leave more income for you and/or your family. Generally, people put...

Tuesday, November 23, 2021

In 2018, around one in every five new home purchasers got at least part of their down payment from a relative—and of the parents who have contributed to this down payment assistance, the average gift is $39,000.1 With the housing...

Tuesday, November 16, 2021

The 401(k) allows (most) account owners to stash away $19,500 per year (or $26,000 for those age 50 and over), without paying any federal income tax on contributions.1 And with 2017's Tax Cuts and Jobs Act reducing the top marginal tax...