Why Money Isn’t Just Math—It’s Emotional
Most people think money is about math. Budgets. Rates of return. Percentages. P&Ls. But in real life, money rarely...
Read More
Your Holiday Tipping Guide: Who to Thank—and How Much to Give
As the holiday season approaches, so does the annual question: Who should I tip—and how much? And no, tipping isn’t a...
Read More
How Tax-Loss Harvesting Turns Temporary Losses Into Long-Term Tax Savings
Have you ever looked at your investment statement during a down market and thought, “This is nothing but bad news”? It’s...
Read More
529 Plans Aren’t Just for College Anymore: What Families Need to Know About the New Rules
For years, 529 plans were viewed as simple college savings tools. You saved, the money grew tax-free, and you used it...
Read More
How to Save 4% on Your Property Taxes
When most people think about taxes, their mind goes straight to income taxes — but there’s another kind of tax that hits...
Read More
Caring for Aging Parents Without Losing Financial Stability
If your parents are getting older and starting to need more help — emotionally, physically, or financially — you’re not...
Read More
Social Security & Medicare Are Changing in 2026: Here’s What You Need to Know
If you rely on Social Security or Medicare, 2026 is shaping up to be a year of major change — and it’s important to...
Read More
Should You Stay in Cash When Everything Feels High?
Right now, a lot of investors are uneasy— not because the markets are falling, but because everything seems elevated...
Read More
Government Shutdown: What It Means for Your Social Security and Medicare Benefits
If you’ve been watching the headlines lately, you know the government is currently shut down as Congress works to pass a...
Read More
Do Your Loved Ones Know Where to Find Your Important Documents?
Do you know where your marriage certificate is? What about your birth certificate? I do — though mine might as well be...
Read More
Four Smart Ways to Give Before Year-End
As the year winds down and the holiday season approaches, it’s a natural time to reflect on generosity and gratitude...
Read More
Medicare Annual Enrollment: Why Yearly Due Diligence Matters
The annual enrollment period for Medicare health plans is just a few short weeks away, running from October 15 through...
Read More
