How much does college really cost?
April 2, 2025
How Much Does Your Bracket Pick Really Cost? We hope you're just as excited as we were for this year’s March Madness Tournament and finally getting down to F...
READ MORE...Big News for Retirees: Social Security Fairness Act Repeals WEP and GPO
March 27, 2025
If you or your spouse have worked in both the public and private sectors—or if you’re currently drawing a government pension—there’s important news that...
READ MORE...Managing Taxes on Your Investments
February 19, 2025
Presented by Scott Portlock CFP®, CLU® When it comes to your money, it’s not what you earn, it’s what you keep. Here are some ideas that may help le...
READ MORE...Protecting Yourself from Identity Theft
February 13, 2025
Presented by: Ben Murphy, CPA, PFS™, CPFA® You may be like most people. You believe that identity theft could never happen to you. Then, one day, y...
READ MORE...Valentine’s Day: A Day of Love, Investment, and Planning for the Future
January 14, 2025
Valentine’s Day isn’t just about chocolates, flowers, and romantic dinners — it’s a day to express love and appreciation for the ones who matter most, i...
READ MORE...Are Subscriptions Draining Your Bank Account?
January 8, 2025
How To Identify, Track, and Manage Subscriptions This month’s post “Are Subscriptions Draining Your Bank Account?” dives into the potential financial tol...
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