Blog
This costs women hundreds of thousands over a career
In 2024, women working full-time, year-round earned about 81 cents for every dollar men earned. And that gap actually got wider—for the second year in a row. It may not sound like much on a per-dollar basis, but over the course of a career,
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A thoughtful approach to your legacy
A thoughtful estate strategy can help you feel confident that your loved ones understand your wishes. While many find preparing for the future overwhelming, a simple, straightforward approach makes it feel much more manageable.
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The Cost of Keeping the Bank of Mom and Dad Open
What happens to all the money you've been spending on your child's education? For many families, money doesn't get redirected toward new financial goals, including retirement. It quietly flows into continued support for adult children.
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Rest Compounds a Life Worth Living
Rest isn't just a reward for hard work. It is how you take care of the people and goals that matter most over the long term. Small, consistent choices compound over time in more ways than one.
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529 Plans Can Now Cover More Than College
529 Plans can now cover: CDL Training, cosmetology school, tutoring services, AP exam fees, Dual-Enrollment courses. Worried that your child might not go to college and 529 Plan will go to waste? $35,000 in unused funds can be rolled over.
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Managing Markets During the Summer Months
Summer has a way of inviting us to exhale. And you should. School's out. Beaches are open. The pace is a little slower. These months have a way of reminding us what we're working toward in the first place. But the financial markets...
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A quick retirement check-in
You're contributing to your retirement account, which already puts you ahead of the curve. But there's a difference between contributing and contributing with intention. That’s worth a quick look. Most people set a contribution rate...
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Is Your Social Feed Influencing Your Financial Outlook More Than You Realize?
You can find someone who is predicting where the financial markets are headed next. Dramatic predictions can get clicks, but it’s unlikely they align with your long-term financial well-being. When something in your feed raises a concern...
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