Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind … Read More
Family & Finance Resources
College Savings: From Getting Started to Enrollment
Many parents (and grandparents!) start saving for college as soon as they find out that they are starting a family. Others get a late start for a multitude of reasons. This article is intended to provide a guide regardless of where you may be in your young student’s financial journey. From birth … Read More
It’s the Season for Your Fall Financial Wellness Check-Up
Early autumn can be the perfect season to perform a financial wellness check-up. It's just about the midpoint of the tax year and a relatively quiet period between back-to-school and holiday activities. To begin assessing your financial health, consider our checklist of common financial concerns … Read More
Key Financial Milestones for Teens and Young Adults
As summer gives way to fall, many of you are busy sending your children off to their first day of college or high school. After years of homework and extracurricular activity, you may look back with pride on the time and energy that your family has invested in their growth and learning. At the same … Read More
How College Students Can Build Good Credit
College students have a big disadvantage with credit as they likely do not have a credit score and are starting from scratch. As students continue to gain and further their independence, they also take on an abundance of responsibilities, many of which are financial. A lot of these financial … Read More
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