Blog

Should You Start Investing Outside of Your 401(k)?

Investing. It’s often at the forefront whenever we think about putting funds up for the future and putting our hard-earned money to work. Whether retirement is a few years or several decades away, many people want to put their money in a place where it will grow and start working for them. While your employer…
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What You Need to Know About I Bonds

With inflation surging in the early part of 2022, I bonds have been gaining investors’ attention. If you’re not familiar with this investment, keep reading for an introduction into I bonds. What are I Bonds? I bonds are bonds issued by the U.S. Treasury and offer both a fixed interest component and a variable one…
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Maximizing Happy and Minimizing Regret in the Holiday Season

The holiday season can be one of the most special times of the year, but it can also be one of the most expensive. Coming out of the holiday season with a glow of satisfaction and not a cloud of regret doesn’t happen by accident. Here are a few tips to help you stay on track financially during the holiday season.
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What Exactly Is Financial Wellness And How Can I Achieve It?

The pandemic has inspired many of us to reassess our overall wellness and prioritize self care. But there’s a component of the wellness trifecta that is commonly overlooked: financial wellness.
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What To Do If You Feel Overwhelmed By Your Financial Situation

It’s completely normal to feel overwhelmed when it comes to your finances. While it may not seem easy to overcome, it is absolutely possible. Here are a few steps anyone can take to reframe their mindset around money.
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How the Time Value of Money Taught Me To Care About Retirement at 21

The time value of money shows us that one dollar today is worth more than one dollar tomorrow. To really get why it’s so important to start investing now, you have to understand the time value of money.
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6 Quotes That Will Keep You Motivated to Achieve Big Goals

Keeping our clients motivated is what we strive for daily. But achieving big goals is not always easy. It’s normal to feel discouraged or lose momentum from time to time. If you’re struggling to stay motivated, here are six quotes that can help you refocus when the going gets tough.
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Thank You from Your Future Self

When working toward long-term goals, it can be difficult to imagine how it will feel when your hard work pays off. What will your contributions and dedication over time eventually grow into? Saving requires giving up some of your enjoyment today for hopefully more later. This type of self-control is challenging, especially in today’s “instant…
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5 Reasons You Worry About Money & How To Stop

Money is the top cause of stress in the United States according to the American Psychological Association. To get specific, 54% of workers cite money matters as their biggest cause of stress — that’s more than their job (18%), relationships (12%), and health concerns (11%).  All of that financial stress ultimately has a major impact…
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Achieving a Financial Goal is Like Running a Marathon

Every year, people set resolutions with the hope to change something in their lives for the better…whether it be their health, career or finances. But the grand gesture of setting a New Year’s resolution can be an uphill battle. When we set a financial goal, we are attempting to shift our behavior and, thus, change…
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