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Notepad with Financial Literacy written on paper

Help Your Kids March Towards Financial Security – Part 1

As parents, we all want to raise kids to be independent and competent adults. We work hard to build their self-esteem, their confidence, and guide them through life’s many choices….

Roth IRA on calculator

How Do I Love Thee? Let Me Invest In A Roth IRA For You.

It doesn’t have the lyrical style of the Bard but showing your love to your partner and family with financial security is a beautiful and loving thing, nonetheless. Let’s start…

Saving For College – 529 Planning Options

By: Philip Clinkscales 1/30/2023 A 529 plan gives parents, grandparents, and others a vehicle in which to save funds for college, invest those funds, and receive possible tax-free treatment of…

One Financial Habit That Trumps All The Resolutions

Most of us look to the new year as an opportunity to “start again,” clean up our bad habits, make big changes, and reach for the stars! We’ll exercise! Lose…

Let’s Plan For A Fantastic Financial Year

I love the blank canvas of a new year! There’s so much possibility and opportunity – the best of life is waiting to happen. It is idealistic and fanciful to…

Tana Gildea

Help Your Kids March Toward Financial Security, Part 2

In a previous post, we talked about the importance of helping our kids March Toward Financial Security by having conversations about saving and how best to allocate a paycheck –…

Tana Gildea

Help Your Kids March Toward Financial Security, Part 1

As parents, we all want to raise kids to be independent and competent adults. We work hard to build their self-esteem, their confidence, and guide them through life’s many choices….

Did I hear a (52)9er?

By: Dave Kochamba 04/29/2020 This past weekend while social distancing at home I was looking for a comedy to watch. While searching I found Tommy Boy, one of my favorite…

Spring Is Sprung

As we skip into springtime, we turn our attention to cleaning up our yards and our houses, getting rid of the dead plants and leaves outside, airing out the house,…