Blog

CHEERS TO A PROSPEROUS 2024!

As the year draws to a close, we extend warm wishes for a joyful holiday season and a successful 2024. Reflecting on our shared financial journey in 2023, we appreciate […]

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MAKING YOUR LIST (& CHECKING IT TWICE!)

As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in […]

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THAT’S A WRAP

We’re in the final stretch of 2023! If you find yourself absorbed in the holiday hustle and bustle, let’s take a moment to pause and reflect. Reflecting on financial behavior […]

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‘TIS THE SEASON!

‘Tis the season! With it comes the age-old quandary: what do we give our loved ones? While traditional gifts such as toys and games, gift cards, and vacations are popular […]

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A SEASON OF SECRETS

We all love a good secret and this time of year is chock full of them. Whether it’s wondering who’s on Santa’s nice list, to choosing the perfect gift for […]

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A LITTLE BIT MORE

You may wonder, how much money would pave the way to your true happiness? Is there a dollar amount that comes to mind? A recent survey questioned nearly 2,000 individuals […]

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GRATITUDE & GRACE

With Thanksgiving approaching, it’s as good a time as any to be thinking about how to show gratitude to the significant people in your life and for what you have […]

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DOT THE I’S & CROSS THE T’S

The final two months. That’s right, holiday shoppers, we’re down to 7 weeks left in 2023. As we quickly approach the end of the year, it’s natural to pause and […]

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YOU SNOOZE, YOU (DON’T) LOSE

It’s that time of the year again when we bid farewell to longer daylight hours and welcome the coziness of fall. As daylight saving time comes to an end, it’s […]

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THE RIGHT APPROACH FOR RIGHT NOW

Sometimes, when the world seems chaotic, spending as little money as possible can feel like the only thing that makes sense with our finances. Is that the right approach for […]

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