Mar 18, 2024 Which Financial Documents Should You Back Up? This blog will talk about what financial documents you should back up to ensure your financial safety. Read More
Mar 11, 2024 Women's History Month: Women and Retirement This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably. Read More
Mar 4, 2024 Your 2024 Tax Filing Season To-Do List The tax season is officially here. If you haven't already, now is the time to get prepared. Read More
Feb 26, 2024 Finance Tips and Hidden Costs For Snowbirds Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs. Read More
Feb 19, 2024 Celebrating Black History Month February is Black History Month! This blog will share a history of Black History Month and ways to celebrate it. Read More
Feb 12, 2024 Valentine's Spending Throughout the Years This blog will talk about spending trends around Valentine’s Day as well as a quick history of the popular holiday. Read More