In a world where kindness and compassion matter more than ever, qualified charitable donations (QCDs) have emerged as a beacon of hope. These unique contributions not only support causes close to...

We were honored and proud to be featured in an article by the NEA.  Educators are an incredibly important part of our society and we can't thank them enough for all they do.  Not only do...

When it comes to investing, one often hears about strategies to maximize returns. One lesser-known yet highly effective approach is tax loss harvesting. While the term might sound daunting, tax...

Getting out of debt is a journey that requires determination, discipline, and a positive mindset. While it may feel overwhelming at times, there are several popular and effective strategies that...

Making a career change can be an invigorating and transformative experience, especially when it happens in the middle of your professional journey. While it may seem daunting at first, changing...

Welcoming a new member into your family is an incredible and joyous milestone. As you prepare to embark on this beautiful journey of parenthood, it's important to consider the financial aspects...

Congratulations! Landing your first job is an exciting milestone that brings a wave of anticipation and a newfound sense of independence. As you embark on this journey, it's essential to lay a...

It is amazing how far we’ve come in the world of investing and economics, but the exercise of choosing solid investments and understanding the nature of our economy is still a challenging...

ETFs are some of the most common investment vehicles investors are using today, by both everyday investors and investment professionals alike.  In fact, Warren Buffet’s Berkshire...