Blog

2023 IS ON THE HORIZON

Many Americans may be looking at their savings and 401(k)s this week, wondering just how much the past few months of volatility will affect or delay their long-term goals.  How […]

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THE SECRET TO (FINANCIAL) HAPPINESS

If you ask many Americans, happiness has been hard to come by this year. Amid market volatility, rising interest rates, increasing debt levels, and an uncertain economy, 2022 has been […]

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OPERATION LONDON BRIDGE

With news of Queen Elizabeth’s death last week, many people were fascinated by the details of “Operation London Bridge,” the British code word given to the monarch’s intricate succession plan […]

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THE GOLDEN RULES OF GOAL SETTING

You can feel it — the excitement of a new season is in the air.  Whether you’re a parent sending kids to school, a football fan, an athlete, or even […]

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ARE YOU DOING SOMETHING OR NOTHING?

You may have watched a conversation play out over social media this week on the topic of “quiet quitting,” the trend where employees choose not to go above and beyond […]

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WHAT COULD THE INFLATION REDUCTION ACT MEAN FOR YOU?

The new tax, climate, and healthcare plan that President Biden signed into law last week aims to slow the pace of raging inflation and promises lower healthcare and energy costs […]

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BACK TO SCHOOL

As the plethora of store displays and advertising materials make abundantly clear, it’s back-to-school shopping time. Although many are still happily in the throes of summer vacation, parents of school-age […]

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IS IT WORTH THE WORRY?

These days, looking at economic reports and considering future uncertainties, it’s no surprise that some Americans are feeling anxiety.  But worrying is a huge time suck that yields little return. A […]

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THE “CONVERSATION”

Last week, when the latest U.S. GDP numbers were announced, the dreaded conversation about a recession got a little louder. Regardless of the “are we or aren’t we” discussion, you […]

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SOME THINGS ARE WORTH THE WAIT

Have you ever heard of the marshmallow test? Fifty years ago, Walter Mischel and colleagues used it to measure how well young children could resist temptation by placing a marshmallow […]

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