How to Buy Series I Savings Bonds
Series I Savings Bonds help protect your assets from inflation. With an I Bond, you earn both a fixed rate of interest and a rate that changes with inflation. Two times per year, they set the inflation rate for the…
Morning Market Commentary for Q3 2022
The 3rd quarter was full of mixed emotions and uncertainty as we experienced a bear market rally during the first half of the quarter. Sentiment turned bearish in the second half of the quarter when the Federal Reserve persisted in…
FAFSA for 2023-2024 School Year Opens on October 1
October is the kickoff month for financial aid. That's when incoming and returning college students can start filing the Free Application for Federal Student Aid (FAFSA) for the next academic year. The FAFSA is a prerequisite for federal student loans,…
Retirement Strategy: How Much Should I Save?
"Will I outlive my retirement money?" This is one of the top fears for people who are starting to prepare for their retirement years. Determining how much money you need in retirement is a process. It shouldn't be a number…
August Is National “Make a Will” Month
August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you…
Morning Market Commentary for Q2 2022
By the end of the first quarter, it seemed as if we had gone through a much-needed correction, and we were on our way to a recovery. That theory ended quickly as the 2nd quarter turned into something much worse…
Financial Lessons from Famous Dads
Passing along sound financial advice is just one of the many ways dads show they care. In honor of Father’s Day, we wanted to share some of the wonderful words of wisdom dads have bestowed upon their children. Here are…
What’s In Your Estate Plan?
The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included? Estate Plan Basics An estate plan is…
5 Things You Should Do For National Internet Safety Month
In today’s interconnected world, we are sharing more information online than ever before. June is National Internet Safety Month, dedicated to educating people on the importance of staying safe online. Because of how much personal information is shared online, it’s…
Why Everyone Needs an Inheritance Strategy
Of all the financial strategies that many people have in place, an inheritance strategy is usually not one. Discussing estate planning amongst family members can be uncomfortable even with the best relationships, let alone discussing the contents of an estate…