Blog

We all start the new year with big plans. For many of us, one of those plans tends to revolve around our finances. Whether it’s to build wealth, manage debt, or purchase a big-ticket item, we’re always thinking about...

As women, we are naturally caretakers. From caring for our children and our spouses, to caring for our parents and grandparents, we often put our own needs aside in order to support our family.The current pandemic created even more...

As a younger person between the ages of 25 and 40, retirement savings might not be at the top of your priorities when you begin to consider what’s important to you at this time. Let’s face it, with the current pandemic...

Cash is an important part of any financial strategy. The way you use cash depends on your stage of life. We know that cash helps us to meet our everyday spending needs however, the cash strategy for a pre-retiree and that of a retired...

The average job tenure is roughly four years. If you’ve left employment and did not keep up with your account, you are not alone. According to new information an estimated 24.3 million 401(k) accounts and $1.35 trillion in assets...