The Rise of Consumer Credit and How to Manage Your Own
How often do you use a credit card? Perhaps you even use more than one. In today’s economy, the small rectangle of plastic (or metal) in […]
March 2026
Celebrating National Credit Awareness Month
March is the start of spring, which means the chilly weather is subsiding, the days are getting longer, and you might even begin planning your summer plans. But March is also National Credit Awareness Month. While cleaning […]
December 2025
Give the Gift of Financial Planning This Holiday Season
As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place under […]
5 Year-End Financial Moves for the Holidays
As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time […]
Should I Keep My Retirement Account or Use Annuities?
Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face […]
November 2025
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we’re thankful for. Gratitude for family and good health are usually on the list, but some […]
When Should I Plan for Long‑Term Care?
Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily activities become too […]
September 2025
Hidden Retirement Costs—What You Don’t Plan for Can Impact Your Finances
What exactly are “hidden costs” in retirement?
Hidden costs are the expenses that don’t make it into your retirement spreadsheet—but still show up in real […]
Follow the Bond Market to Better Understand Your Finances
On May 16, 2025, Moody’s downgraded the U.S. sovereign credit rating from Aaa to Aa1, citing concerns over the nation’s rising debt and interest payment burdens. […]
July 2025
What Retirees Need to Know About the New “One Big Beautiful Bill”
President Trump’s newly passed “One Big Beautiful Bill” (OBBB) is making headlines, and retirees might want to pay close attention. Aimed at expanding […]
