Blog

THE ART OF TIMING

As December rolls forward, it’s natural to reflect on another year almost in the books. This time of year invites introspection, offering us a moment to pause, look back at […]

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EMBRACING UNITY THIS SEASON

As autumn fades into winter’s embrace, we find ourselves approaching a time of reflection and togetherness. The change of season, coupled with the festive spirit of the holiday season, offers […]

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CELEBRATE GIVING TUESDAY!

Falling later than usual this year, December 3rd is Giving Tuesday, a powerful reminder of the transformative impact generosity can have—not just for those we support, but also for ourselves. […]

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TURKEY TALK: MONEY MATTERS

As we approach Thanksgiving, the thought of discussing money matters with our loved ones can stir up all kinds of emotions. Those conversations can feel as tricky as trying to […]

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YOUR FUTURE, YOUR FINANCES

After last week’s whirlwind of national events, and as we strive as Americans to navigate the days ahead, this week let’s turn our focus to what is within our control—with […]

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RETHINKING RETIREMENT

Just as we adjusted our clocks last weekend, it’s time to adjust our perspective on retirement. The traditional notion of a full stop at 65 is fading like the early […]

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THE COST OF IGNORING POLITICS

Jeff Sommer’s article in the New York Times this week tackles a pressing question: What If Ignoring Politics Is the Wrong Move This Time? The U.S. economy, inflation and your […]

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TWISTS, TURNS, AND TRIUMPHS

The path to financial prosperity is seldom a straight line. Whether because of market volatility, unforeseen personal life events, or economic shifts, challenges are an inevitable part of the journey. […]

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FINANCIAL GHOST BUSTING

With the leaves turning golden and the air becoming crisp, we find ourselves amid the Halloween season—a time of mystery and images of spooky specters. Whether or not you enjoy […]

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UNTANGLE YOUR EMOTIONS

Have you ever felt like your bank account doesn’t quite reflect your hard-earned efforts, or found yourself yearning for that trendy item everyone seems to have? It’s easy to be […]

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