September reset
With summer winding down, September offers a chance to reset and refocus. There is a ‘back-to-school’ feeling as we settle into new routines. It can feel like a miniature New Year, so it’s a great time to get a jump on your finances before the actual new...
Cybersecurity: How are you staying safe?
Did you know that, according to a blog post by Sanskriti Jain on getastra.com, cybersecurity statistics indicate that there are 2,200 cyber attacks per day, with a cyber attack happening every 39 seconds on average? Many cybercriminals are using social...
College planning after The One Big Beautiful Bill
The One Big Beautiful Bill Act clearly had an impact on many areas of financial planning, most notably retirement. There is another important area of planning that is affected by it as well: college planning. These changes can affect current and future borrowers as...
Is your money sleeping on the job?
In today’s financial landscape, one of the most overlooked opportunities is the money sitting quietly in your checking account — or even in low-yield savings — earning next to nothing. While having cash on hand for emergencies is essential, leaving too much idle can...
