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Tuesday, May 19, 2026

If you feel the open road calling, you’re not alone. Summer is the perfect time to hit the highway, soar on a plane, or kick your feet up on a cruise to an exciting destination. Travel is one of life’s joys, but it is also an...

Tuesday, May 19, 2026

With warmer weather here, many of us are looking ahead to summer vacation and travel. Whether you're flying south or taking a local trip, having an organized approach to your finances can make the experience more relaxing. This is a...

Wednesday, April 8, 2026

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Thursday, February 12, 2026

Most people wouldn’t train for a marathon without a coach… but they’ll try to navigate retirement that way. That’s why I like the idea of having a Retirement Coach

Thursday, July 24, 2025

We lost a beloved relative this week. It’s been a time of sharing stories, hugs, and memories—some tearful, some full of laughter. As I listened to everyone talk about his life, I found myself thinking about a question that probably...

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Monday, June 16, 2025

Happy 5/29 Day! Yes, it’s one of those “financial holidays” you don’t see on your calendar, but it’s a great excuse to talk about something that helps families all over the country: the 529 plan. And with graduation season in full...

Monday, May 12, 2025

Most retirement plans start with the same question: How much can I safely spend each year without running out of money?