Lessons In Money

by Katie Brown | Jun 23, 2023 | General, Investment

Lessons In Money How to help kids develop financial awareness. Children are like wells waiting to be filled with information—and information about money can be a helpful topic to begin exploring at a young age. Behavioral scientists at Cambridge University have...

“MY” MONEY‚— OR “OUR” MONEY?

by Katie Brown | Jun 9, 2023 | General, Investment

“MY” MONEY‚— OR “OUR” MONEY? The pros and cons of pooling finances with your significant other. Some couples face a difficult (and sometimes awkward) question when they decide tie the knot: Should they combine their finances, keep them separate, or do a little of...

PREPARE FOR UNEXPECTED EXPENSES WITH READY CASH

by Katie Brown | Jun 2, 2023 | General, Investment

PREPARE FOR UNEXPECTED EXPENSES WITHREADY CASH We may not be able to see into the future, but we should try to prepare for it We don’t know what’s right around the corner, but it could be a car wreck, job loss, natural disaster, or another kind of emergency with the...

Procrastination Is The Biggest Barrier To Estate Planning

by Katie Brown | May 19, 2023 | General, Retirement

PROCRASTINATION IS THE BIGGEST BARRIER TO ESTATE PLANNING Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones. The pandemic raised awareness about the importance of having a will, living trust, and other end-of-life documents....

Planning Your Financial Future

by Katie Brown | Jan 20, 2023 | General, Investment

PLANNING YOUR FINANCIAL FUTURE Want financial security in your future? Start planning now. Do you have a financial plan that will help you send your kids to college, take the trips you’ve dreamed about, and enjoy your golden years? If not, you may want to start...