<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=905697862838810&amp;ev=PageView&amp;noscript=1">


Your one-stop resource for everything related to your financial well-being. 


How to Plan for the Ultimate At-Home Staycation

As you probably know, taking time off from work is crucial to your well-being. Taking time off is proven to relieve stress and can act as a ‘reset’ button. Even if you can’t escape to a tropical beach or explore the remote countryside, you can still create a paradise at home. A staycation is a great way to maximize the benefits of a getaway, without having the price tag of a fancy hotel and accompanying airfare fees!

Read More

6 Ways a Wealth Advisor Delivers Value to Your Portfolio

No matter which sports you follow, your favorite winning team no doubt owes much of its success to its coach's leadership and decisions. It's similar in the wealth management world: your investments and returns are far more likely to be successful if your wealth advisor functions as your knowledgeable and trustworthy coach, leading your financial team and creating your investments playbook.

Read More

The Balancing Act: Responsible Credit Usage or Debt

Managing personal finances can be tricky. Between rising mortgage rates, student loans debt, and increasing credit card debt it's no surprise Americans are racking up high debt levels.

Read More

5 Rules to Follow to Create a Hypoallergenic Home

If you or your loved ones suffer from asthma and allergies, you will likely do almost any and everything to protect your sinuses from irritants. According to the American College of Allergies, Asthma & Immunology, over 50 million Americans suffer from allergies each year! While we might not be able to give you the cure to coughing, sneezing, or watery eyes, it is possible to make your home an allergy-free sanctuary.

Read More

How to Protect Against Wire Fraud

You’ve likely heard many of these terms—phishing, spoofing, and malware. The common denominator in nearly all online scams is that hackers want to steal your financial information, identity, and ultimately, your money. These crimes typically fall under the banner of wire fraud.

Read More

Quickly Add Curb Appeal to Your Home

Do looks or first impressions truly matter? In terms of your home, yes!

This is even more true if you are looking to sell your home. A welcoming and well-maintained exterior will catch the eye of possible buyers, whether online or in person. Meanwhile, a lifeless exterior will have most potential buyers passing it up.

Read More

Moving with Kids and Pets: Tips for a Smooth Transition

Summer is a favorite time of year for many people—especially kids. For school-aged children, summer means no school, summer camps, and more time outside to play with friends!

However, if your family is planning to move to a new home this summer—as many homebuyers do—instead you could be experiencing the stress of moving, and this kind of tension can easily be picked up by children and pets.

Read More

The Impact of Tax Law Changes to 529 College Savings Plans

It's not often in life that we hear news that saves us (instead of costs us) money, so we need to take advantage of those limited opportunities when they arrive! Recently, the new tax law changes have provided a few chances to save, such as adjustments to the rules for 529 college savings plans.

Read More

Outsmart the Heat: 6 Tips to Keep Your Home Cool All Summer

In case you couldn’t feel it already—summer is here! With 100-degree days becoming the new norm for much of the country, it’s easy to lose your cool trying to keep yourself and your home a refreshing, air-conditioned paradise away from the heat of the day.

Just because its summer doesn’t mean you’ll have to battle out the rising temperatures every day.

Read More

Bitten by the “Fixer Upper” Bug? Here’s a Home Renovation Checklist

Have you ever seen a before and after picture of a home renovation and thought to yourself, “I could do that?” Well, you’re not alone!

The amount of money Americans spend on home renovations continues to increase year after year, making the home renovation industry a billion-dollar industry.

A home renovation of any size can be exhausting, but the results are usually worth the work.

Read More