Informational
Catching our breath
With the major changes in both our work and personal lives, we think it is important to pause and take a breath every so often. This last week has seen the firm enact a hugely successful offsite transition. We want you to know that we are all safe, healthy, and continuing to be here for…
Read MoreMoving the Needle in Financial Literacy
The data is out there. Student loans total $1.5 trillion in the U.S. and the average credit card balance for young people is just under $6,000. Most Americans don’t regularly pay their credit card in full every month, and 35% of all Americans have a debt that is currently in collections. These are only a…
Read MoreSave It or Shred It?
Have you ever wondered how long you need to keep all those bank statements, tax returns, paycheck stubs, etc? Does your filing cabinet runneth over?? Here are some guidelines for what to save and for how long. Quick Facts A routine plan for reviewing and keeping track of important documents and records can save…
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