Blog

FEMALE FINANCIAL EMPOWERMENT

March is Women’s History Month, and to kick it off right, 93-year-old former professor Ruth Gottesman made her mark on the world by donating $1 billion to ensure that students […]

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NEW YEAR, NEW RATES?

Interest rates affect us all. Whether you’re seeking the highest rate for your savings or the lowest for your mortgage or credit cards—knowing how to manage this aspect of your […]

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MONEY VS. TIME

Given the choice between more money or more time, which would you pick? This question is not just a thought experiment but a reflection of the trade-offs we make daily […]

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WHERE LOVE & MONEY MEET

Love is in the air! Continuing in the spirit of Valentine’s Day, let’s explore an often overlooked intersection – where love and money meet. Understanding the connection between your personal […]

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TAX TIME: MISTAKES TO AVOID

On average, people spend about nine hours completing their taxes, providing ample opportunities to make mistakes. Although errors are an inevitable part of life, the one time you really want […]

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BUDGETING OUT LOUD

Are you familiar with the Wall Street Journal columnist Jason Zweig? He’s a longtime personal finance journalist who writes about best practices for investors. For years, his consistent message about […]

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FINANCIAL GAME CHANGERS

As the Super Bowl approaches, let’s talk about the game-changer in financial success – having a good coach. Just like in football, a financial advisor can be your money coach, […]

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FINDING FINANCIAL “FLOW”

Ever felt so absorbed in a task that time seems to fly by? That’s the “flow” state – a psychological sweet spot where you’re fully immersed, losing track of everything […]

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QUITTER’S DAY

As we ease into 2024, early January is an opportune time to consider the larger impact that changes you make now could have by the end of the year. Even […]

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UNLOCKING SUCCESS IN 2024

Happy New Year! As we embark on this fresh chapter, consider this: in some areas of life, value is unlocked by starting, while in others, it’s found in the finish. […]

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