Teaching Teens Financial Responsibility photo concept with male teenager looking toward camera.

May 1, 2023

When it comes to money, teenagers aren't exactly savvy. We cover some basic budgeting and credit concepts to help teach teens financial responsibility.  Presented by Patrick Beale: We feel confident our kids will be taught reading, Read More...
6 Money Conversations to Have in a Long-Term Relationship depicts a attractive young couple talking in the living room

February 10, 2023

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: All couples hope for a “happily ever after,” but it’s no secret that money issues Read More...
Is it Worth the Money to Hire a Financial Advisor? A female advisor in a navy blue blazer is leaning against the glass wall in the financial district.

January 31, 2023

Determining if you should hire a financial advisor or go it alone means assessing the complexity of your financial situation as well as your Read More...
Budgeting for The Holiday Season

October 17, 2022

As the winter gifting holidays approach, current economic conditions might cause you to be more cautious than usual about how much you spend on Read More...
Year-End Financial Planning Checklist with hand and pen.

October 10, 2022

Presented By Tom Kennedy, CFP®: As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect Read More...
Guide to Federal Veterans Benefits with elderly man wearing military cap saluting.

August 29, 2022

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: There are two separate agencies overseen by the U.S. Department of Veterans Affairs (VA): Read More...