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Financial Wellness Planning: Reviewing and Tweaking

Step 10 of 10 Steps to Financial Wellness The foundation is set for your path toward financial wellness. The key now is to not get complacent. Take each step intentionally, adjust your plan when needed, and stay true to your vision. Here’s a quick overview of what brought us here: Step 1: Tracking your spending Are you regularly tracking your...

This Fall, Don’t Fall: Passwords and Phishing and Romance, Oh My!

Cybersecurity Awareness Month is a fantastic time to review a few long-standing threats to the safety of your personal and financial information online. Let’s get started! The perils of repurposing passwords Passwords are now used to protect access to an unprecedented number of websites. The average person uses between 80 to 100 passwords; reusi...

Tips to Control Holiday Spending

’Tis nearly the season to get in the spirit of spending more money than you normally do (or perhaps your season has already begun). The National Retail Federation reports holiday spending has steadily increased each year over the past decade. But that doesn’t mean you have to ride the shopping wave. Here are a few tips for keeping spending in...

Hitting the Reset Button in Spring

If you’re like many people, spring cleaning just feels good. It gives us a sense of purpose—even in normal times. Organizing and cleaning gets you moving, makes you feel more productive. You get to open all the windows and blinds to let fresh air and sunshine in, and follow that natural light outside. Decluttering your home, inside and out, also...

Umbrella Insurance: Stay Dry From Lawsuits

Insurance isn’t just about protecting your investments—it’s about protecting your responsibilities, too. Accidents can happen to anyone, and when they do, someone usually needs to take legal responsibility. Depending on the damage done or a jury’s discretion, this liability could easily add up to six or seven figures, far beyond the limits of a...