Simplify Your Financial Life
Three ways to save time, reduce financial stress, and achieve your long-term goals.
We want you to know
Estate Planning: The Importance of Asset Transfer Methods
A well-crafted estate plan ensures your wishes are carried out and provides a sends of security and peace of mind.
A Primer on Tariffs
Tariffs have been in the news every day in the last few months. I thought it would be useful to review tariffs, how they work, and how they might impact the economy, interest rates, and consumers. Tariffs are taxes that…
Are You Avoiding Trouble?
Writing checks can be riskier than you think.
Cash Back vs Points
Which credit card reward options is best for your personal spending habits?
A Different Kind of Date Night
A great way to get on the same page with your spouse about finances.
Microplastics: What You Need to Know
A few simple ideas to reduce your exposure to microplastics.
Presidents vs. the Stock Market
A change in administration doesn’t mean the rules have changed with financial markets.
Avoiding Common Scam Tactics
Protect yourself by identifying these three red flags.
New PlanFirst! “My Plan” Feature
Exploring an enhanced version of the Goals section with a new name and new features.