by Katie Brown | Oct 20, 2023 | General, News, Retirement
SETTING FIRE TO RETIREMENT PLANNING The Financial Independence, Retire Early (FIRE) movement is gaining steam. How much money do you need to retire in your 40s or 50s? That’s a question more people are asking, thanks to a growing movement: Financial Independence,...
by Katie Brown | Oct 13, 2023 | General, News
GETTING MARRIED (OR COHABITATING) LATER IN LIFE Older couples face different challenges and benefits than young couples. Sometimes life gets in the way of love, keeping people from “walking down the aisle” until later in life. If you’re middle-aged or older and are...
by Katie Brown | Sep 29, 2023 | General, Investment
The Benefits of Early Starts in College Savings Planning ahead now can result in brighter futures. When kids enter our lives, we often live in the moment instead of planning ahead. We should consider, though, that it’s never too early to start investing in our...
by Katie Brown | Sep 22, 2023 | General, News
THE HIGH PRICE OF FINANCIAL ILLITERACY Common financial mistakes add up—and can be costly! A lot of people don’t realize how much money they could save if they stopped nickels, dimes, and dollars from leaving their online accounts, pockets and wallets for reasons that...
by Katie Brown | Sep 15, 2023 | General, News
WHY IT’S IMPORTANT TO SUPPORT SMALL BUSINESSES Shopping local and supporting small businesses helps your community—and you. They are often overlooked, but small businesses are the lifeblood of a community. Whether you live in a small town or big city, consider buying...
Best-In-State Wealth Management Teams (2025 & 2026) 