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...
by Katie Brown | Jul 22, 2022 | General, Investment
Help Your Adult Children Take A Step Toward Financial Independence Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives. In a 2019 Pew Research study, most Americans say 22 is the ideal age...
by Katie Brown | Jul 15, 2022 | General, Investment, Retirement
Working From Home Can Save You Money. What Should You Do With It? There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards. As the coronavirus pandemic disrupted office life, many workers found themselves...
by Katie Brown | Jul 1, 2022 | General, Investment
The Beauty of Automating Savings Why do people have a hard time-saving money? One simple answer is that savings get treated as an afterthought. What most people do when they earn money is pay everyone else first. They pay the landlord, the cell phone company, the...
by Katie Brown | Jun 24, 2022 | General, Investment, Retirement
National Homeownership Month: Celebrating The American Dream June is a time to focus on homeownership strategies. History of National Homeownership Month When President Bill Clinton introduced the National Homeownership Strategy in June 1995, he launched what later...
Best-In-State Wealth Management Teams (2025 & 2026) 