by Katie Brown | Oct 28, 2022 | General
Financial Planning Month Plan the Journey to Your Financial Future. Whatever your destination, it helps to have a map—and that’s especially true when you’re preparing financially for the journey we call life. Whether your financial goals include paying off debts,...
by Katie Brown | Sep 16, 2022 | General
529 Plans: The big questions answered For National College Savings Month in September, we discuss several burning issues about these popular college savings vehicles. Assets in 529 college savings plans more than doubled in ten years, topping $370 billion at the end...
by Katie Brown | Sep 2, 2022 | General, Insurance
How much life insurance is enough? September is Life Insurance Awareness Month—a good time to take a fresh look at your existing policy, or consider how much coverage to get on a new policy. Purchasing a life insurance policy is an important step toward protecting...
by Katie Brown | Aug 12, 2022 | General
The Four Foundations of Financial Literacy August 14 is Financial Awareness Day. It’s a good time to brush up on the principles of financial planning—budgeting, managing debt, saving and investing. Being financially literate means you have the wherewithal to make...
by Katie Brown | Aug 5, 2022 | General, Investment
Smart Investing Tips Looking to begin an investing journey? We offer tips to help guide your strategy. THERE ARE NO SHORTAGE OF TIPS FOR INVESTING. IN FACT, SPEND ENOUGH TIME WITH YOUR NEIGHBOR, AND CHANCES ARE THAT YOU’LL HEAR A THING OR TWO ABOUT MUTUAL FUND...
Best-In-State Wealth Management Teams (2025 & 2026) 