News

6
Dec

December 3rd is National Roof Over Your Head Day

The basic necessity of having a roof over your head is often overlooked. It is essential to having a happy and successful life. National Roof Over Your Head Day is celebrated every year on December 3rd and serves as a reminder of the affordable housing issues in the U.S.

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29
Nov

Financial Planning Tips for Military Families

Sixty-five percent of military families have experienced financial stress, according to a finance and lifestyle survey by Military.com. This statistic is no surprise as they often face frequent deployments, high moving expenses, cost-of-living adjustments, and inconsistent pay. Here are some quick financial planning tips for all our veterans.

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22
Nov

Four Reasons to Support Small Businesses

In 2010, American Express created a holiday called “Small Business Saturday.” It takes place every year on the Saturday after Thanksgiving to encourage Americans to support small businesses. This Small Business Saturday on November 27th, consider “shopping small” as you purchase holiday gifts. Here are several reasons why it’s essential to support small businesses.

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15
Nov

November is National Family Caregivers Month

Many people care for a loved one out of necessity as their family members can’t care for themselves. Family caregivers often help with a wide range of household chores, social and companion needs, and managing finances.

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8
Nov

The Importance of Long-Term Care Planning

According to the U.S. Department of Health and Human Services, over 70% of seniors will require long-term care at some point in their lives. Despite this statistic, very few people have a plan. Without a long-term care (LTC) plan, your finances will likely suffer if you need to pay for care. You may also put your family members in a challenging situation as they’ll probably take on the role of caregiver or help pay for your care. Here’s a closer look at what long-term care planning is and why it’s crucial. 

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1
Nov

Financial Planning: Goals, Manage Roadblocks, and Get a Second Opinion

October is financial planning month and a great time to review your financial situation. Regardless of what your goals are, financial planning can help you achieve them. Financial planning is examining your financial situation and designing a specific plan to help you reach your goals.

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27
Sep

Making a Difference Through Charitable Giving

On September 5th, consider participating in the International Day of Charity by donating to a cause or organization you value. Here are some types of Charitable Giving vehicles:

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20
Sep

401(k): 3 Things You Need to Know

If you plan to retire someday, a 401(k) could help you save retirement money to help you enjoy your retirement years financially secure.

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13
Sep

Remembering 9/11: The Event That Forever Changed Our Country

On September 11, 2001, almost 3,000 people died from terrorists carrying out suicide attacks against targets in the United States. These attacks were the deadliest on American soil since the Pearl Harbor attack in 1941. This terrifying, humbling, and startling event triggered major U.S. initiatives to combat terrorism.

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6
Sep

Labor Day: Celebrate the Social and Economic Achievements of Americans

In 2021, Labor Day will happen on Monday, September 6th, and celebrates the contributions and achievements of American workers. Traditionally observed on the first Monday in September, the labor movement created the holiday in the late 19th century and became a federal holiday in 1894. For many Americans, Labor Day also symbolizes the end of summer and is celebrated across the country in various ways.

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